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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,782 | $73,518+58.8% | $63,005+85.4% | $147,585-20.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 21.01% | 175.46%-154.4pp | 87.59%-66.6pp | 578.58%-557.6pp |
| Employer contribution / active EE | $4,803 | $3,322+44.6% | $2,760+74.0% | $4,876-1.5% |
| Participant deferral / active EE | $3,375 | $4,183-19.3% | $3,329+1.4% | $5,439-38.0% |
| Admin fee / account holder | $98 | $5,952-98.4% | $3,599-97.3% | $10,886-99.1% |