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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,184 | $104,520-42.4% | $76,823-21.7% | $152,885-60.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.36% | 1014.03%-987.7pp | 1166.42%-1140.1pp | 345.39%-319.0pp |
| Employer contribution / active EE | $6,279 | $3,117+101.5% | $2,302+172.7% | $4,763+31.8% |
| Participant deferral / active EE | $7,419 | $4,236+75.2% | $3,336+122.4% | $5,851+26.8% |
| Admin fee / account holder | $213 | $12,283-98.3% | $6,422-96.7% | $11,598-98.2% |