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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,578 | $100,938-88.5% | $90,461-87.2% | $158,982-92.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 89.97% | 1727.20%-1637.2pp | 1294.76%-1204.8pp | 302.99%-213.0pp |
| Employer contribution / active EE | $1,695 | $3,691-54.1% | $3,264-48.1% | $4,763-64.4% |
| Participant deferral / active EE | $4,971 | $4,350+14.3% | $3,964+25.4% | $5,983-16.9% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |