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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,100 | $107,941-82.3% | $91,994-79.2% | $152,897-87.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 200.07% | 89.28%+110.8pp | 69.04%+131.0pp | 345.43%-145.4pp |
| Employer contribution / active EE | $4,798 | $4,212+13.9% | $3,453+39.0% | $4,764+0.7% |
| Participant deferral / active EE | $10,587 | $6,366+66.3% | $5,924+78.7% | $5,851+80.9% |
| Admin fee / account holder | $59 | $10,521-99.4% | $7,744-99.2% | $11,599-99.5% |