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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,697 | $73,518+1.6% | $63,003+18.6% | $147,585-49.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 17.88% | 175.46%-157.6pp | 87.59%-69.7pp | 578.56%-560.7pp |
| Employer contribution / active EE | $6,068 | $3,322+82.6% | $2,760+119.8% | $4,876+24.4% |
| Participant deferral / active EE | $7,529 | $4,183+80.0% | $3,329+126.2% | $5,439+38.4% |
| Admin fee / account holder | $25 | $5,952-99.6% | $3,600-99.3% | $10,885-99.8% |