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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,699 | $150,446-79.6% | $136,297-77.5% | $147,585-79.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 13.48% | 1049.14%-1035.7pp | 5156.19%-5142.7pp | 578.58%-565.1pp |
| Employer contribution / active EE | $2,050 | $5,256-61.0% | $4,696-56.3% | $4,876-58.0% |
| Participant deferral / active EE | $3,204 | $6,631-51.7% | $6,247-48.7% | $5,439-41.1% |
| Admin fee / account holder | $116 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |