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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,460 | $104,924-47.1% | $84,623-34.5% | $152,885-63.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 24.41% | 373.82%-349.4pp | 258.77%-234.4pp | 345.39%-321.0pp |
| Employer contribution / active EE | $8,292 | $3,302+151.1% | $2,652+212.6% | $4,763+74.1% |
| Participant deferral / active EE | $8,625 | $4,689+84.0% | $3,899+121.2% | $5,851+47.4% |
| Admin fee / account holder | $105 | $6,242-98.3% | $4,913-97.9% | $11,598-99.1% |