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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,664 | $121,701-80.6% | $104,639-77.4% | $158,982-85.1% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 48.80% | 465.72%-416.9pp | 340.67%-291.9pp | 302.99%-254.2pp |
| Employer contribution / active EE | $6,000 | $3,165+89.6% | $2,682+123.8% | $4,763+26.0% |
| Participant deferral / active EE | $4,184 | $4,176+0.2% | $3,738+11.9% | $5,983-30.1% |
| Admin fee / account holder | $207 | $7,778-97.3% | $6,465-96.8% | $11,252-98.2% |