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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,355 | $55,472+26.8% | $155,567-54.8% | $74,546-5.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.77% | 268.72%-254.9pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,648 | $2,269+16.7% | $4,674-43.3% | $2,624+0.9% |
| Participant deferral / active EE | $5,222 | $2,838+84.0% | $5,628-7.2% | $4,347+20.1% |
| Admin fee / account holder | $72 | $1,743-95.9% | $15,916-99.5% | $1,944-96.3% |