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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,467 | $106,003-61.8% | $92,236-56.1% | $147,585-72.6% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 12.07% | 50.05%-38.0pp | 176.29%-164.2pp | 578.57%-566.5pp |
| Employer contribution / active EE | $9,716 | $4,333+124.2% | $3,679+164.1% | $4,876+99.2% |
| Participant deferral / active EE | $3,360 | $4,478-25.0% | $3,897-13.8% | $5,439-38.2% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,885-99.9% |