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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $73,421-70.6% | $66,439-67.5% | $155,188-86.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 74.5%+11.2pp | 80.8%+4.9pp |
| Annual return | 26.24% | 1382.37%-1356.1pp | 757.66%-731.4pp | 148.84%-122.6pp |
| Employer contribution / active EE | $5,966 | $3,039+96.3% | $2,637+126.2% | $4,248+40.4% |
| Participant deferral / active EE | $8,443 | $4,680+80.4% | $3,876+117.8% | $6,531+29.3% |
| Admin fee / account holder | $75 | $8,856-99.2% | $6,173-98.8% | $14,480-99.5% |