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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,177 | $104,520-69.2% | $76,823-58.1% | $152,885-79.0% |
| Participation rate | 92.3% | 76.6%+15.7pp | 72.1%+20.2pp | 82.5%+9.9pp |
| Annual return | 25.85% | 1014.03%-988.2pp | 1166.42%-1140.6pp | 345.39%-319.5pp |
| Employer contribution / active EE | $3,256 | $3,117+4.5% | $2,302+41.4% | $4,763-31.7% |
| Participant deferral / active EE | $4,363 | $4,236+3.0% | $3,336+30.8% | $5,851-25.4% |
| Admin fee / account holder | $84 | $12,283-99.3% | $6,422-98.7% | $11,598-99.3% |