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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,101 | $114,093-89.4% | $96,171-87.4% | $167,536-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.41% | 190.00%-152.6pp | 192.04%-154.6pp | 478.82%-441.4pp |
| Employer contribution / active EE | $4,715 | $3,429+37.5% | $2,799+68.5% | $4,839-2.6% |
| Participant deferral / active EE | $5,071 | $5,197-2.4% | $4,350+16.6% | $6,342-20.0% |
| Admin fee / account holder | $154 | $6,899-97.8% | $5,538-97.2% | $12,315-98.7% |