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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,534 | $109,411-77.6% | $89,435-72.6% | $158,982-84.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 93.08% | 345.68%-252.6pp | 245.55%-152.5pp | 302.99%-209.9pp |
| Employer contribution / active EE | $6,074 | $3,173+91.5% | $2,587+134.8% | $4,763+27.5% |
| Participant deferral / active EE | $5,082 | $4,600+10.5% | $3,890+30.6% | $5,983-15.1% |
| Admin fee / account holder | $17 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |