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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,436 | $102,422-16.6% | $147,117-41.9% | $80,959+5.5% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 109.09% | 135.16%-26.1pp | 420.54%-311.4pp | 35.67%+73.4pp |
| Employer contribution / active EE | $6,611 | $3,717+77.8% | $4,932+34.0% | $2,757+139.8% |
| Participant deferral / active EE | $12,750 | $6,652+91.7% | $8,065+58.1% | $4,300+196.5% |
| Admin fee / account holder | $5 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |