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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,793 | $100,938-83.4% | $90,461-81.4% | $158,982-89.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 38.98% | 1727.20%-1688.2pp | 1294.76%-1255.8pp | 302.99%-264.0pp |
| Employer contribution / active EE | $1,022 | $3,691-72.3% | $3,264-68.7% | $4,763-78.6% |
| Participant deferral / active EE | $6,003 | $4,350+38.0% | $3,964+51.4% | $5,983+0.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |