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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,969 | $104,953-73.4% | $84,637-67.0% | $152,909-81.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 38.77% | 373.94%-335.2pp | 258.82%-220.1pp | 345.46%-306.7pp |
| Employer contribution / active EE | $11,229 | $3,304+239.9% | $2,653+323.2% | $4,764+135.7% |
| Participant deferral / active EE | $4,468 | $4,691-4.7% | $3,900+14.6% | $5,851-23.6% |
| Admin fee / account holder | $80 | $6,244-98.7% | $4,914-98.4% | $11,601-99.3% |