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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,932 | $106,008+3.7% | $92,240+19.2% | $147,586-25.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 16.80% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $6,478 | $4,333+49.5% | $3,680+76.0% | $4,876+32.8% |
| Participant deferral / active EE | $5,716 | $4,478+27.6% | $3,897+46.7% | $5,439+5.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |