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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,100 | $226,090-84.0% | $182,531-80.2% | $152,885-76.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 64.34% | 192.57%-128.2pp | 148.57%-84.2pp | 345.39%-281.0pp |
| Employer contribution / active EE | $3,967 | $4,978-20.3% | $4,075-2.7% | $4,763-16.7% |
| Participant deferral / active EE | $7,876 | $6,369+23.7% | $5,525+42.5% | $5,851+34.6% |
| Admin fee / account holder | $20 | $10,705-99.8% | $8,593-99.8% | $11,598-99.8% |