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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,467 | $109,411-75.8% | $89,435-70.4% | $158,982-83.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 58.75% | 345.68%-286.9pp | 245.55%-186.8pp | 302.99%-244.2pp |
| Employer contribution / active EE | $2,327 | $3,173-26.6% | $2,587-10.0% | $4,763-51.1% |
| Participant deferral / active EE | $6,767 | $4,600+47.1% | $3,890+73.9% | $5,983+13.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |