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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,365 | $57,312+52.4% | $86,617+0.9% | $75,181+16.2% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 55.51% | 2672.78%-2617.3pp | 591.91%-536.4pp | 160.69%-105.2pp |
| Employer contribution / active EE | $5,774 | $2,315+149.4% | $3,023+91.0% | $2,671+116.2% |
| Participant deferral / active EE | $9,621 | $3,319+189.9% | $4,437+116.8% | $4,126+133.2% |
| Admin fee / account holder | $33 | $4,114-99.2% | $5,613-99.4% | $5,650-99.4% |