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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,221 | $88,815-62.6% | $81,882-59.4% | $145,897-77.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.21% | 1033.75%-1018.5pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,985 | $3,086+29.1% | $2,916+36.7% | $4,663-14.5% |
| Participant deferral / active EE | $12,482 | $4,647+168.6% | $4,323+188.7% | $6,689+86.6% |
| Admin fee / account holder | $117 | $8,434-98.6% | $7,360-98.4% | $13,390-99.1% |