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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,566 | $76,519-70.5% | $56,025-59.7% | $145,897-84.5% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 17.58% | 3017.03%-2999.4pp | 1712.69%-1695.1pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,914 | $1,383+38.4% | $1,042+83.8% | $4,663-58.9% |
| Participant deferral / active EE | $1,983 | $2,624-24.4% | $1,955+1.5% | $6,689-70.4% |
| Admin fee / account holder | $17 | $3,331-99.5% | $2,828-99.4% | $13,390-99.9% |