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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,889 | $114,073-83.4% | $96,161-80.4% | $167,518-88.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 22.77% | 189.95%-167.2pp | 192.01%-169.2pp | 478.71%-455.9pp |
| Employer contribution / active EE | $3,970 | $3,428+15.8% | $2,798+41.9% | $4,838-17.9% |
| Participant deferral / active EE | $6,641 | $5,195+27.8% | $4,349+52.7% | $6,342+4.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |