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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,111 | $88,702-80.7% | $81,780-79.1% | $145,978-88.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 158.38% | 1029.12%-870.7pp | 776.27%-617.9pp | 550.52%-392.1pp |
| Employer contribution / active EE | $3,169 | $3,084+2.7% | $2,914+8.7% | $4,662-32.0% |
| Participant deferral / active EE | $7,625 | $4,645+64.2% | $4,321+76.5% | $6,690+14.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |