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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,185 | $201,372-70.1% | $184,260-67.3% | $145,884-58.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 103.40% | 29.04%+74.4pp | 28.84%+74.6pp | 551.85%-448.5pp |
| Employer contribution / active EE | $5,559 | $7,024-20.8% | $6,427-13.5% | $4,662+19.2% |
| Participant deferral / active EE | $21,566 | $9,808+119.9% | $9,133+136.1% | $6,690+222.4% |
| Admin fee / account holder | $150 | $16,362-99.1% | $13,898-98.9% | $13,392-98.9% |