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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,802 | $57,305-37.5% | $86,640-58.7% | $75,173-52.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.43% | 2674.24%-2659.8pp | 592.52%-578.1pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,799 | $2,316+64.0% | $3,024+25.6% | $2,671+42.2% |
| Participant deferral / active EE | $2,497 | $3,320-24.8% | $4,438-43.7% | $4,126-39.5% |
| Admin fee / account holder | $8 | $4,116-99.8% | $5,616-99.9% | $5,651-99.9% |