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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,472 | $73,546-11.0% | $63,018+3.9% | $147,586-55.6% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.8%+13.4pp | 82.8%+5.4pp |
| Annual return | 53.07% | 175.56%-122.5pp | 87.62%-34.6pp | 578.59%-525.5pp |
| Employer contribution / active EE | $6,891 | $3,324+107.3% | $2,761+149.6% | $4,876+41.3% |
| Participant deferral / active EE | $5,805 | $4,185+38.7% | $3,330+74.3% | $5,439+6.7% |
| Admin fee / account holder | $81 | $5,956-98.6% | $3,601-97.8% | $10,886-99.3% |