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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,300 | $106,247-82.8% | $96,515-81.0% | $139,466-86.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 221.32% | 38.47%+182.9pp | 35.73%+185.6pp | 373.66%-152.3pp |
| Employer contribution / active EE | $2,226 | $4,106-45.8% | $3,740-40.5% | $4,754-53.2% |
| Participant deferral / active EE | $4,509 | $5,456-17.4% | $4,880-7.6% | $6,712-32.8% |
| Admin fee / account holder | $115 | $7,885-98.5% | $6,735-98.3% | $11,409-99.0% |