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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,084 | $175,257-80.0% | $149,717-76.6% | $139,456-74.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 47.47% | 166.70%-119.2pp | 134.41%-86.9pp | 373.45%-326.0pp |
| Employer contribution / active EE | $12,560 | $5,477+129.3% | $4,820+160.6% | $4,753+164.3% |
| Participant deferral / active EE | $13,302 | $6,521+104.0% | $5,682+134.1% | $6,711+98.2% |
| Admin fee / account holder | $220 | $16,156-98.6% | $13,213-98.3% | $11,407-98.1% |