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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,131 | $96,691-85.4% | $86,656-83.7% | $139,487-89.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 63.07% | 106.87%-43.8pp | 593.09%-530.0pp | 373.84%-310.8pp |
| Employer contribution / active EE | $2,591 | $3,267-20.7% | $3,025-14.4% | $4,755-45.5% |
| Participant deferral / active EE | $6,258 | $4,838+29.4% | $4,439+41.0% | $6,713-6.8% |
| Admin fee / account holder | $26 | $6,414-99.6% | $5,619-99.5% | $11,407-99.8% |