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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,467 | $106,008+114.6% | $92,240+146.6% | $147,586+54.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 14.67% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,214 | $4,333-72.0% | $3,680-67.0% | $4,876-75.1% |
| Participant deferral / active EE | $4,343 | $4,478-3.0% | $3,897+11.4% | $5,439-20.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |