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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,258 | $114,073-31.4% | $96,161-18.6% | $167,518-53.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 68.4%+25.3pp | 82.1%+11.6pp |
| Annual return | 12.55% | 189.95%-177.4pp | 192.01%-179.5pp | 478.71%-466.2pp |
| Employer contribution / active EE | $8,910 | $3,428+159.9% | $2,798+218.4% | $4,838+84.2% |
| Participant deferral / active EE | $6,697 | $5,195+28.9% | $4,349+54.0% | $6,342+5.6% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |