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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,360 | $176,688-77.2% | $130,660-69.1% | $152,909-73.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.5%+0.9pp |
| Annual return | 23.81% | 2693.08%-2669.3pp | 1709.29%-1685.5pp | 345.46%-321.7pp |
| Employer contribution / active EE | $3,641 | $5,743-36.6% | $4,092-11.0% | $4,764-23.6% |
| Participant deferral / active EE | $3,641 | $4,362-16.5% | $3,603+1.1% | $5,851-37.8% |
| Admin fee / account holder | $15 | $7,131-99.8% | $5,463-99.7% | $11,601-99.9% |