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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,667 | $106,003-80.5% | $92,236-77.6% | $147,585-86.0% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 28.72% | 50.05%-21.3pp | 176.29%-147.6pp | 578.57%-549.9pp |
| Employer contribution / active EE | $8,762 | $4,333+102.2% | $3,679+138.1% | $4,876+79.7% |
| Participant deferral / active EE | $4,460 | $4,478-0.4% | $3,897+14.5% | $5,439-18.0% |
| Admin fee / account holder | $44 | $6,333-99.3% | $5,194-99.1% | $10,885-99.6% |