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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,443 | $102,385-72.2% | $147,080-80.7% | $80,935-64.9% |
| Participation rate | 72.9% | 75.9%-3.0pp | 82.2%-9.3pp | 67.7%+5.3pp |
| Annual return | 156.50% | 135.09%+21.4pp | 420.17%-263.7pp | 35.66%+120.8pp |
| Employer contribution / active EE | $4,254 | $3,717+14.4% | $4,933-13.8% | $2,757+54.3% |
| Participant deferral / active EE | $7,774 | $6,651+16.9% | $8,066-3.6% | $4,299+80.8% |
| Admin fee / account holder | $68 | $7,951-99.1% | $12,989-99.5% | $6,924-99.0% |