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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,914 | $102,385-48.3% | $147,080-64.0% | $80,935-34.6% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 61.16% | 135.09%-73.9pp | 420.17%-359.0pp | 35.66%+25.5pp |
| Employer contribution / active EE | $4,802 | $3,717+29.2% | $4,933-2.7% | $2,757+74.2% |
| Participant deferral / active EE | $9,720 | $6,651+46.1% | $8,066+20.5% | $4,299+126.1% |
| Admin fee / account holder | $190 | $7,951-97.6% | $12,989-98.5% | $6,924-97.3% |