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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,767 | $217,432-73.4% | $185,849-68.9% | $167,536-65.5% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 343.58% | 148.42%+195.2pp | 122.10%+221.5pp | 478.82%-135.2pp |
| Employer contribution / active EE | $14,137 | $5,875+140.6% | $5,169+173.5% | $4,839+192.1% |
| Participant deferral / active EE | $7,227 | $6,357+13.7% | $5,569+29.8% | $6,342+13.9% |
| Admin fee / account holder | $168 | $19,818-99.2% | $16,244-99.0% | $12,315-98.6% |