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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,250 | $217,432-68.6% | $185,849-63.3% | $167,536-59.3% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 36.21% | 148.42%-112.2pp | 122.10%-85.9pp | 478.82%-442.6pp |
| Employer contribution / active EE | $2,817 | $5,875-52.1% | $5,169-45.5% | $4,839-41.8% |
| Participant deferral / active EE | $3,538 | $6,357-44.4% | $5,569-36.5% | $6,342-44.2% |
| Admin fee / account holder | $44 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |