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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,161 | $106,008-70.6% | $92,240-66.2% | $147,586-78.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 47.11% | 50.05%-2.9pp | 176.29%-129.2pp | 578.59%-531.5pp |
| Employer contribution / active EE | $7,879 | $4,333+81.8% | $3,680+114.1% | $4,876+61.6% |
| Participant deferral / active EE | $7,139 | $4,478+59.4% | $3,897+83.2% | $5,439+31.3% |
| Admin fee / account holder | $201 | $6,333-96.8% | $5,194-96.1% | $10,886-98.2% |