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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,492 | $102,663-45.9% | $86,216-35.6% | $139,466-60.2% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 35.88% | 1924.52%-1888.6pp | 1169.42%-1133.5pp | 373.66%-337.8pp |
| Employer contribution / active EE | $1,933 | $3,035-36.3% | $2,382-18.8% | $4,754-59.3% |
| Participant deferral / active EE | $9,644 | $4,677+106.2% | $3,986+142.0% | $6,712+43.7% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |