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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,766 | $106,008+49.8% | $92,240+72.1% | $147,586+7.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 13.24% | 50.05%-36.8pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $4,823 | $4,333+11.3% | $3,680+31.1% | $4,876-1.1% |
| Participant deferral / active EE | $6,623 | $4,478+47.9% | $3,897+70.0% | $5,439+21.8% |
| Admin fee / account holder | $6 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |