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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,132 | $112,131-73.1% | $95,964-68.6% | $158,982-81.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 80.42% | 171.19%-90.8pp | 91.64%-11.2pp | 302.99%-222.6pp |
| Employer contribution / active EE | $4,900 | $3,199+53.2% | $2,541+92.8% | $4,763+2.9% |
| Participant deferral / active EE | $8,260 | $4,784+72.7% | $4,167+98.2% | $5,983+38.0% |
| Admin fee / account holder | $97 | $10,136-99.0% | $6,797-98.6% | $11,252-99.1% |