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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,788 | $96,388-47.3% | $80,627-37.0% | $139,466-63.6% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 30.27% | 1352.08%-1321.8pp | 936.76%-906.5pp | 373.66%-343.4pp |
| Employer contribution / active EE | $5,724 | $3,260+75.6% | $2,723+110.2% | $4,754+20.4% |
| Participant deferral / active EE | $9,558 | $5,224+83.0% | $4,443+115.1% | $6,712+42.4% |
| Admin fee / account holder | $57 | $6,603-99.1% | $5,381-98.9% | $11,409-99.5% |