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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,732 | $110,629-94.8% | $80,784-92.9% | $167,553-96.6% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 29.72% | 120.58%-90.9pp | 87.31%-57.6pp | 478.89%-449.2pp |
| Employer contribution / active EE | $3,015 | $1,543+95.4% | $1,160+159.8% | $4,840-37.7% |
| Participant deferral / active EE | $2,609 | $2,871-9.1% | $2,145+21.6% | $6,343-58.9% |
| Admin fee / account holder | $93 | $4,547-98.0% | $3,380-97.3% | $12,316-99.2% |