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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,507 | $76,522-83.7% | $56,033-77.7% | $145,884-91.4% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 35.53% | 3014.28%-2978.7pp | 1711.38%-1675.8pp | 551.85%-516.3pp |
| Employer contribution / active EE | $4,690 | $1,382+239.3% | $1,041+350.5% | $4,662+0.6% |
| Participant deferral / active EE | $4,234 | $2,624+61.3% | $1,954+116.7% | $6,690-36.7% |
| Admin fee / account holder | $152 | $3,328-95.4% | $2,827-94.6% | $13,392-98.9% |