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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,876 | $76,519-59.6% | $56,025-44.9% | $145,897-78.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 9.28% | 3017.03%-3007.7pp | 1712.69%-1703.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,663 | $1,383+164.8% | $1,042+251.7% | $4,663-21.4% |
| Participant deferral / active EE | $6,100 | $2,624+132.4% | $1,955+212.1% | $6,689-8.8% |
| Admin fee / account holder | $244 | $3,331-92.7% | $2,828-91.4% | $13,390-98.2% |