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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,315 | $68,394+42.3% | $94,672+2.8% | $75,177+29.4% |
| Participation rate | 98.7% | 76.1%+22.6pp | 80.8%+17.8pp | 67.2%+31.5pp |
| Annual return | 22.82% | 616.92%-594.1pp | 156.89%-134.1pp | 160.75%-137.9pp |
| Employer contribution / active EE | $5,464 | $2,701+102.3% | $3,673+48.8% | $2,671+104.6% |
| Participant deferral / active EE | $7,512 | $6,536+14.9% | $7,417+1.3% | $4,126+82.1% |
| Admin fee / account holder | $38 | $5,326-99.3% | $7,222-99.5% | $5,651-99.3% |