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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,405 | $107,363-80.1% | $92,909-77.0% | $152,897-86.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 35.66% | 145.63%-110.0pp | 109.44%-73.8pp | 345.43%-309.8pp |
| Employer contribution / active EE | $7,211 | $4,222+70.8% | $3,653+97.4% | $4,764+51.4% |
| Participant deferral / active EE | $4,971 | $4,848+2.5% | $4,238+17.3% | $5,851-15.0% |
| Admin fee / account holder | $207 | $7,082-97.1% | $5,795-96.4% | $11,599-98.2% |