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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,572 | $104,953-72.8% | $84,637-66.2% | $152,909-81.3% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 54.50% | 373.94%-319.4pp | 258.82%-204.3pp | 345.46%-291.0pp |
| Employer contribution / active EE | $3,268 | $3,304-1.1% | $2,653+23.2% | $4,764-31.4% |
| Participant deferral / active EE | $6,813 | $4,691+45.3% | $3,900+74.7% | $5,851+16.4% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |