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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,499 | $57,312+35.2% | $86,617-10.5% | $75,181+3.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 22.59% | 2672.78%-2650.2pp | 591.91%-569.3pp | 160.69%-138.1pp |
| Employer contribution / active EE | $5,328 | $2,315+130.1% | $3,023+76.2% | $2,671+99.5% |
| Participant deferral / active EE | $7,562 | $3,319+127.8% | $4,437+70.4% | $4,126+83.3% |
| Admin fee / account holder | $19 | $4,114-99.5% | $5,613-99.7% | $5,650-99.7% |