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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,361 | $100,911-78.8% | $90,440-76.4% | $158,966-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 38.39% | 1726.62%-1688.2pp | 1294.38%-1256.0pp | 302.95%-264.6pp |
| Employer contribution / active EE | $2,339 | $3,690-36.6% | $3,263-28.3% | $4,762-50.9% |
| Participant deferral / active EE | $4,225 | $4,348-2.9% | $3,964+6.6% | $5,983-29.4% |
| Admin fee / account holder | $135 | $6,507-97.9% | $5,615-97.6% | $11,250-98.8% |