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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,892 | $104,577-64.7% | $76,667-51.9% | $152,909-75.9% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.2pp | 82.5%+0.9pp |
| Annual return | 19.81% | 1014.36%-994.5pp | 1166.74%-1146.9pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,354 | $3,119-24.5% | $2,303+2.2% | $4,764-50.6% |
| Participant deferral / active EE | $5,064 | $4,237+19.5% | $3,336+51.8% | $5,851-13.5% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |