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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,113 | $124,330-51.6% | $109,173-44.9% | $167,536-64.1% |
| Participation rate | 90.9% | 79.5%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 147.13% | 26.04%+121.1pp | 25.75%+121.4pp | 478.82%-331.7pp |
| Employer contribution / active EE | $3,879 | $4,209-7.8% | $3,723+4.2% | $4,839-19.8% |
| Participant deferral / active EE | $7,376 | $5,256+40.3% | $4,654+58.5% | $6,342+16.3% |
| Admin fee / account holder | $68 | $7,974-99.1% | $6,755-99.0% | $12,315-99.4% |