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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $99,009-74.5% | $86,581-70.9% | $147,585-82.9% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 18.05% | 1312.70%-1294.7pp | 965.06%-947.0pp | 578.58%-560.5pp |
| Employer contribution / active EE | $1,501 | $3,132-52.1% | $2,840-47.2% | $4,876-69.2% |
| Participant deferral / active EE | $4,954 | $3,972+24.7% | $3,609+37.3% | $5,439-8.9% |
| Admin fee / account holder | $24 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |