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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,264 | $96,691-91.5% | $86,656-90.5% | $139,487-94.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 74.11% | 106.87%-32.8pp | 593.09%-519.0pp | 373.84%-299.7pp |
| Employer contribution / active EE | $2,267 | $3,267-30.6% | $3,025-25.1% | $4,755-52.3% |
| Participant deferral / active EE | $4,075 | $4,838-15.8% | $4,439-8.2% | $6,713-39.3% |
| Admin fee / account holder | $7 | $6,414-99.9% | $5,619-99.9% | $11,407-99.9% |