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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,763 | $102,595-91.5% | $94,057-90.7% | $154,746-94.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 37.68% | 583.42%-545.7pp | 480.62%-442.9pp | 172.34%-134.7pp |
| Employer contribution / active EE | $2,831 | $3,147-10.1% | $2,933-3.5% | $4,379-35.4% |
| Participant deferral / active EE | $1,477 | $5,118-71.2% | $4,709-68.6% | $6,730-78.1% |
| Admin fee / account holder | $12 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |