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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,343 | $88,754-54.5% | $81,820-50.7% | $145,877-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 55.41% | 1031.77%-976.4pp | 777.93%-722.5pp | 551.28%-495.9pp |
| Employer contribution / active EE | $4,431 | $3,085+43.6% | $2,915+52.0% | $4,663-5.0% |
| Participant deferral / active EE | $7,371 | $4,648+58.6% | $4,323+70.5% | $6,691+10.2% |
| Admin fee / account holder | $120 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |