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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,844 | $118,708-78.2% | $98,920-73.9% | $158,982-83.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 15.93% | 372.49%-356.6pp | 196.47%-180.5pp | 302.99%-287.1pp |
| Employer contribution / active EE | $8,344 | $3,334+150.3% | $2,689+210.2% | $4,763+75.2% |
| Participant deferral / active EE | $4,230 | $5,089-16.9% | $4,245-0.4% | $5,983-29.3% |
| Admin fee / account holder | $125 | $10,134-98.8% | $6,643-98.1% | $11,252-98.9% |