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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,358 | $217,427-83.7% | $185,837-81.0% | $167,518-78.9% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 97.13% | 148.39%-51.3pp | 122.08%-24.9pp | 478.71%-381.6pp |
| Employer contribution / active EE | $1,388 | $5,874-76.4% | $5,168-73.1% | $4,838-71.3% |
| Participant deferral / active EE | $4,098 | $6,357-35.5% | $5,568-26.4% | $6,342-35.4% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |