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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,788 | $96,361-47.3% | $80,607-37.0% | $139,456-63.6% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 30.27% | 1350.95%-1320.7pp | 936.11%-905.8pp | 373.45%-343.2pp |
| Employer contribution / active EE | $5,724 | $3,262+75.4% | $2,724+110.1% | $4,753+20.4% |
| Participant deferral / active EE | $9,558 | $5,232+82.7% | $4,448+114.9% | $6,711+42.4% |
| Admin fee / account holder | $57 | $6,601-99.1% | $5,379-98.9% | $11,407-99.5% |