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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,511 | $104,520-65.1% | $76,823-52.5% | $152,885-76.1% |
| Participation rate | 84.6% | 76.6%+8.0pp | 72.1%+12.5pp | 82.5%+2.2pp |
| Annual return | 29.40% | 1014.03%-984.6pp | 1166.42%-1137.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $4,494 | $3,117+44.2% | $2,302+95.2% | $4,763-5.6% |
| Participant deferral / active EE | $6,695 | $4,236+58.1% | $3,336+100.7% | $5,851+14.4% |
| Admin fee / account holder | $20 | $12,283-99.8% | $6,422-99.7% | $11,598-99.8% |