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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,219 | $175,257-50.8% | $149,717-42.4% | $139,456-38.2% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 67.90% | 166.70%-98.8pp | 134.41%-66.5pp | 373.45%-305.5pp |
| Employer contribution / active EE | $6,076 | $5,477+10.9% | $4,820+26.1% | $4,753+27.8% |
| Participant deferral / active EE | $4,781 | $6,521-26.7% | $5,682-15.9% | $6,711-28.8% |
| Admin fee / account holder | $104 | $16,156-99.4% | $13,213-99.2% | $11,407-99.1% |