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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,100 | $176,402-85.2% | $134,155-80.5% | $158,950-83.6% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 99.09% | 63.66%+35.4pp | 36.34%+62.7pp | 302.91%-203.8pp |
| Employer contribution / active EE | $6,475 | $5,042+28.4% | $3,705+74.8% | $4,762+36.0% |
| Participant deferral / active EE | $5,729 | $4,093+40.0% | $3,500+63.7% | $5,983-4.2% |
| Admin fee / account holder | $150 | $8,719-98.3% | $6,685-97.8% | $11,248-98.7% |