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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,625 | $106,008-61.7% | $92,240-56.0% | $147,586-72.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 22.10% | 50.05%-27.9pp | 176.29%-154.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $6,792 | $4,333+56.7% | $3,680+84.6% | $4,876+39.3% |
| Participant deferral / active EE | $7,196 | $4,478+60.7% | $3,897+84.6% | $5,439+32.3% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |