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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,383 | $109,411-75.0% | $89,435-69.4% | $158,982-82.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.50% | 345.68%-311.2pp | 245.55%-211.1pp | 302.99%-268.5pp |
| Employer contribution / active EE | $12,159 | $3,173+283.2% | $2,587+370.0% | $4,763+155.3% |
| Participant deferral / active EE | $3,132 | $4,600-31.9% | $3,890-19.5% | $5,983-47.7% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |