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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,357 | $109,344-67.7% | $89,400-60.5% | $158,950-77.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 55.71% | 345.73%-290.0pp | 245.64%-189.9pp | 302.91%-247.2pp |
| Employer contribution / active EE | $2,114 | $3,170-33.3% | $2,586-18.2% | $4,762-55.6% |
| Participant deferral / active EE | $19,458 | $4,599+323.1% | $3,890+400.2% | $5,983+225.2% |
| Admin fee / account holder | $130 | $6,154-97.9% | $4,882-97.3% | $11,248-98.8% |