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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,956 | $160,028-62.5% | $147,080-59.2% | $145,884-58.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 142.09% | 98.60%+43.5pp | 420.17%-278.1pp | 551.85%-409.8pp |
| Employer contribution / active EE | $5,216 | $5,286-1.3% | $4,933+5.7% | $4,662+11.9% |
| Participant deferral / active EE | $8,981 | $8,422+6.6% | $8,066+11.3% | $6,690+34.3% |
| Admin fee / account holder | $225 | $15,030-98.5% | $12,989-98.3% | $13,392-98.3% |