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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,541 | $106,005+27.9% | $92,239+46.9% | $147,585-8.2% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 14.73% | 50.05%-35.3pp | 176.29%-161.6pp | 578.58%-563.9pp |
| Employer contribution / active EE | $1,143 | $4,333-73.6% | $3,680-68.9% | $4,876-76.6% |
| Participant deferral / active EE | $2,117 | $4,478-52.7% | $3,897-45.7% | $5,439-61.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |