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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,636 | $76,608-88.7% | $56,077-84.6% | $145,877-94.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 68.98% | 3009.59%-2940.6pp | 1709.28%-1640.3pp | 551.28%-482.3pp |
| Employer contribution / active EE | $2,186 | $1,382+58.2% | $1,040+110.1% | $4,663-53.1% |
| Participant deferral / active EE | $2,686 | $2,624+2.4% | $1,954+37.5% | $6,691-59.8% |
| Admin fee / account holder | $30 | $3,325-99.1% | $2,825-98.9% | $13,402-99.8% |