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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,274 | $183,978-61.3% | $162,171-56.1% | $152,885-53.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 26.43% | 150.78%-124.4pp | 115.60%-89.2pp | 345.39%-319.0pp |
| Employer contribution / active EE | $10,622 | $6,370+66.8% | $5,613+89.2% | $4,763+123.0% |
| Participant deferral / active EE | $11,750 | $8,033+46.3% | $7,297+61.0% | $5,851+100.8% |
| Admin fee / account holder | $42 | $13,122-99.7% | $10,843-99.6% | $11,598-99.6% |