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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,251 | $108,911-76.8% | $100,392-74.8% | $145,884-82.7% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.1pp | 80.3%+15.3pp |
| Annual return | 247.91% | 58.23%+189.7pp | 49.45%+198.5pp | 551.85%-303.9pp |
| Employer contribution / active EE | $4,667 | $4,420+5.6% | $3,941+18.4% | $4,662+0.1% |
| Participant deferral / active EE | $11,299 | $8,459+33.6% | $8,090+39.7% | $6,690+68.9% |
| Admin fee / account holder | $22 | $9,698-99.8% | $7,904-99.7% | $13,392-99.8% |