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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,436 | $102,429-16.6% | $147,096-41.9% | $80,925+5.6% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 109.09% | 135.02%-25.9pp | 419.75%-310.7pp | 35.65%+73.4pp |
| Employer contribution / active EE | $6,611 | $3,716+77.9% | $4,936+33.9% | $2,756+139.8% |
| Participant deferral / active EE | $12,750 | $6,649+91.8% | $8,071+58.0% | $4,299+196.6% |
| Admin fee / account holder | $5 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |