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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,921 | $56,134-62.7% | $96,171-78.2% | $85,847-75.6% |
| Participation rate | 92.9% | 56.7%+36.1pp | 68.4%+24.4pp | 69.3%+23.5pp |
| Annual return | 604.16% | 42.30%+561.9pp | 192.04%+412.1pp | 318.61%+285.6pp |
| Employer contribution / active EE | $4,260 | $1,620+162.9% | $2,799+52.2% | $2,565+66.1% |
| Participant deferral / active EE | $7,471 | $2,858+161.5% | $4,350+71.7% | $3,952+89.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |