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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,418 | $112,935-71.3% | $90,970-64.4% | $158,966-79.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.68% | 215.79%-203.1pp | 134.58%-121.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $7,791 | $2,895+169.2% | $2,122+267.1% | $4,762+63.6% |
| Participant deferral / active EE | $6,217 | $4,129+50.6% | $3,373+84.3% | $5,983+3.9% |
| Admin fee / account holder | $107 | $8,045-98.7% | $5,960-98.2% | $11,250-99.0% |