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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,021 | $104,577-81.8% | $76,667-75.2% | $152,909-87.6% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.2pp | 82.5%+0.9pp |
| Annual return | 21.97% | 1014.36%-992.4pp | 1166.74%-1144.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $5,645 | $3,119+81.0% | $2,303+145.1% | $4,764+18.5% |
| Participant deferral / active EE | $4,083 | $4,237-3.6% | $3,336+22.4% | $5,851-30.2% |
| Admin fee / account holder | $38 | $12,290-99.7% | $6,423-99.4% | $11,601-99.7% |