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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,552 | $88,778-55.4% | $81,844-51.7% | $145,884-72.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.62% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $7,538 | $3,087+144.2% | $2,916+158.5% | $4,662+61.7% |
| Participant deferral / active EE | $4,014 | $4,648-13.7% | $4,323-7.2% | $6,690-40.0% |
| Admin fee / account holder | $86 | $8,430-99.0% | $7,355-98.8% | $13,392-99.4% |