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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,083 | $88,702-31.1% | $81,780-25.3% | $145,978-58.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 10.55% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $6,096 | $3,084+97.6% | $2,914+109.2% | $4,662+30.8% |
| Participant deferral / active EE | $5,831 | $4,645+25.5% | $4,321+34.9% | $6,690-12.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |