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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,613 | $78,707+20.2% | $117,861-19.7% | $70,126+34.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 121.88% | 23.30%+98.6pp | 335.11%-213.2pp | 73.15%+48.7pp |
| Employer contribution / active EE | $3,314 | $2,223+49.0% | $3,786-12.5% | $2,343+41.5% |
| Participant deferral / active EE | $2,985 | $3,297-9.5% | $4,482-33.4% | $3,332-10.4% |
| Admin fee / account holder | $185 | $5,066-96.3% | $8,021-97.7% | $4,645-96.0% |