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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,200 | $106,005-44.2% | $92,239-35.8% | $147,585-59.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.61% | 50.05%-34.4pp | 176.29%-160.7pp | 578.58%-563.0pp |
| Employer contribution / active EE | $13,734 | $4,333+216.9% | $3,680+273.2% | $4,876+181.6% |
| Participant deferral / active EE | $8,437 | $4,478+88.4% | $3,897+116.5% | $5,439+55.1% |
| Admin fee / account holder | $65 | $6,333-99.0% | $5,194-98.7% | $10,886-99.4% |