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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,442 | $175,231-84.9% | $149,696-82.3% | $139,466-81.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 63.91% | 166.77%-102.9pp | 134.46%-70.5pp | 373.66%-309.8pp |
| Employer contribution / active EE | $2,288 | $5,478-58.2% | $4,821-52.5% | $4,754-51.9% |
| Participant deferral / active EE | $8,715 | $6,521+33.6% | $5,682+53.4% | $6,712+29.8% |
| Admin fee / account holder | $255 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |