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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,934 | $77,817-50.0% | $123,553-68.5% | $64,173-39.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | 345.52% | 12.49%+333.0pp | 119.21%+226.3pp | 7.63%+337.9pp |
| Employer contribution / active EE | $7,125 | $3,014+136.4% | $4,628+53.9% | $2,381+199.2% |
| Participant deferral / active EE | $3,955 | $5,240-24.5% | $6,426-38.4% | $3,470+14.0% |
| Admin fee / account holder | $112 | $5,519-98.0% | $9,284-98.8% | $4,887-97.7% |