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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,445 | $112,935-70.4% | $90,970-63.2% | $158,966-79.0% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 90.95% | 215.79%-124.8pp | 134.58%-43.6pp | 302.95%-212.0pp |
| Employer contribution / active EE | $5,283 | $2,895+82.5% | $2,122+148.9% | $4,762+10.9% |
| Participant deferral / active EE | $6,542 | $4,129+58.5% | $3,373+93.9% | $5,983+9.3% |
| Admin fee / account holder | $6 | $8,045-99.9% | $5,960-99.9% | $11,250-99.9% |