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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,516 | $100,895-89.6% | $90,430-88.4% | $158,950-93.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 227.01% | 1725.54%-1498.5pp | 1293.73%-1066.7pp | 302.91%-75.9pp |
| Employer contribution / active EE | $9,474 | $3,689+156.8% | $3,262+190.4% | $4,762+99.0% |
| Participant deferral / active EE | $2,394 | $4,347-44.9% | $3,963-39.6% | $5,983-60.0% |
| Admin fee / account holder | $191 | $6,505-97.1% | $5,613-96.6% | $11,248-98.3% |