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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,113 | $150,447-73.3% | $136,298-70.6% | $147,586-72.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.08% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $2,318 | $5,256-55.9% | $4,696-50.6% | $4,876-52.5% |
| Participant deferral / active EE | $6,141 | $6,631-7.4% | $6,247-1.7% | $5,439+12.9% |
| Admin fee / account holder | $56 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |