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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,078 | $73,546-74.1% | $63,018-69.7% | $147,586-87.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 43.01% | 175.56%-132.5pp | 87.62%-44.6pp | 578.59%-535.6pp |
| Employer contribution / active EE | $3,491 | $3,324+5.0% | $2,761+26.5% | $4,876-28.4% |
| Participant deferral / active EE | $6,362 | $4,185+52.0% | $3,330+91.1% | $5,439+17.0% |
| Admin fee / account holder | $152 | $5,956-97.5% | $3,601-95.8% | $10,886-98.6% |