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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,868 | $101,591-59.8% | $147,096-72.2% | $74,429-45.1% |
| Participation rate | 82.2% | 75.5%+6.6pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 132.93% | 8746.45%-8613.5pp | 419.75%-286.8pp | 1368.38%-1235.4pp |
| Employer contribution / active EE | $2,565 | $3,813-32.7% | $4,936-48.0% | $2,625-2.3% |
| Participant deferral / active EE | $4,624 | $7,302-36.7% | $8,071-42.7% | $4,348+6.3% |
| Admin fee / account holder | $39 | $1,750-97.8% | $13,005-99.7% | $1,944-98.0% |