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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,243 | $150,447-79.9% | $136,298-77.8% | $147,586-79.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 24.70% | 1049.15%-1024.5pp | 5156.27%-5131.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $3,249 | $5,256-38.2% | $4,696-30.8% | $4,876-33.4% |
| Participant deferral / active EE | $5,206 | $6,631-21.5% | $6,247-16.7% | $5,439-4.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |