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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,185 | $149,040-54.3% | $120,225-43.3% | $137,256-50.3% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 25.32% | 605.68%-580.4pp | 439.23%-413.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $13,696 | $4,350+214.8% | $3,475+294.1% | $4,156+229.5% |
| Participant deferral / active EE | $6,321 | $4,655+35.8% | $3,999+58.1% | $6,407-1.3% |
| Admin fee / account holder | $95 | $6,348-98.5% | $5,696-98.3% | $12,270-99.2% |