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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,001 | $96,419-78.2% | $80,648-74.0% | $139,487-84.9% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 20.46% | 1352.86%-1332.4pp | 937.21%-916.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,277 | $3,261-30.2% | $2,724-16.4% | $4,755-52.1% |
| Participant deferral / active EE | $4,510 | $5,225-13.7% | $4,443+1.5% | $6,713-32.8% |
| Admin fee / account holder | $290 | $6,605-95.6% | $5,382-94.6% | $11,407-97.5% |