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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,579 | $99,652-62.3% | $78,778-52.3% | $147,586-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 343.62% | 47.28%+296.3pp | 35.62%+308.0pp | 578.59%-235.0pp |
| Employer contribution / active EE | $2,003 | $2,796-28.4% | $1,986+0.9% | $4,876-58.9% |
| Participant deferral / active EE | $2,549 | $3,664-30.4% | $2,958-13.8% | $5,439-53.1% |
| Admin fee / account holder | $219 | $7,155-96.9% | $5,134-95.7% | $10,886-98.0% |