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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,298 | $121,701-82.5% | $104,639-79.6% | $158,982-86.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 260.25% | 465.72%-205.5pp | 340.67%-80.4pp | 302.99%-42.7pp |
| Employer contribution / active EE | $2,738 | $3,165-13.5% | $2,682+2.1% | $4,763-42.5% |
| Participant deferral / active EE | $2,618 | $4,176-37.3% | $3,738-30.0% | $5,983-56.2% |
| Admin fee / account holder | $75 | $7,778-99.0% | $6,465-98.8% | $11,252-99.3% |