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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,908 | $112,935-81.5% | $90,970-77.0% | $158,966-86.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 170.12% | 215.79%-45.7pp | 134.58%+35.5pp | 302.95%-132.8pp |
| Employer contribution / active EE | $5,172 | $2,895+78.7% | $2,122+143.7% | $4,762+8.6% |
| Participant deferral / active EE | $13,153 | $4,129+218.6% | $3,373+289.9% | $5,983+119.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |