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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,115 | $114,093-25.4% | $96,171-11.5% | $167,536-49.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 18.68% | 190.00%-171.3pp | 192.04%-173.4pp | 478.82%-460.1pp |
| Employer contribution / active EE | $5,140 | $3,429+49.9% | $2,799+83.7% | $4,839+6.2% |
| Participant deferral / active EE | $11,685 | $5,197+124.9% | $4,350+168.6% | $6,342+84.2% |
| Admin fee / account holder | $51 | $6,899-99.3% | $5,538-99.1% | $12,315-99.6% |