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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,105 | $88,754-93.1% | $81,820-92.5% | $145,877-95.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 30.47% | 1031.77%-1001.3pp | 777.93%-747.5pp | 551.28%-520.8pp |
| Employer contribution / active EE | $1,961 | $3,085-36.5% | $2,915-32.7% | $4,663-58.0% |
| Participant deferral / active EE | $1,961 | $4,648-57.8% | $4,323-54.6% | $6,691-70.7% |
| Admin fee / account holder | $38 | $8,424-99.5% | $7,391-99.5% | $13,402-99.7% |