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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,551 | $100,911-49.9% | $90,440-44.1% | $158,966-68.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 46.98% | 1726.62%-1679.6pp | 1294.38%-1247.4pp | 302.95%-256.0pp |
| Employer contribution / active EE | $5,539 | $3,690+50.1% | $3,263+69.8% | $4,762+16.3% |
| Participant deferral / active EE | $12,644 | $4,348+190.8% | $3,964+219.0% | $5,983+111.3% |
| Admin fee / account holder | $45 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |