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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,145 | $65,566-72.3% | $86,235-79.0% | $75,177-75.9% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.0%+21.4pp | 67.2%+23.1pp |
| Annual return | 244.20% | 46.07%+198.1pp | 1170.03%-925.8pp | 160.75%+83.4pp |
| Employer contribution / active EE | $4,122 | $1,553+165.3% | $2,381+73.1% | $2,671+54.3% |
| Participant deferral / active EE | $2,438 | $3,023-19.3% | $3,987-38.8% | $4,126-40.9% |
| Admin fee / account holder | $198 | $5,470-96.4% | $6,856-97.1% | $5,651-96.5% |