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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,174 | $96,123-63.4% | $77,361-54.5% | $198,609-82.3% |
| Participation rate | 89.5% | 81.1%+8.4pp | 75.0%+14.5pp | 82.4%+7.1pp |
| Annual return | 21.81% | 2054.81%-2033.0pp | 1011.54%-989.7pp | 202.70%-180.9pp |
| Employer contribution / active EE | $5,952 | $3,791+57.0% | $2,990+99.1% | $5,055+17.7% |
| Participant deferral / active EE | $8,674 | $4,975+74.4% | $3,911+121.8% | $6,977+24.3% |
| Admin fee / account holder | $15 | $9,471-99.8% | $5,894-99.8% | $19,030-99.9% |