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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,850 | $84,685-70.7% | $73,836-66.3% | $125,389-80.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 4.22% | 3123.80%-3119.6pp | 2268.06%-2263.8pp | 282.24%-278.0pp |
| Employer contribution / active EE | $3,796 | $3,123+21.5% | $2,787+36.2% | $4,866-22.0% |
| Participant deferral / active EE | $3,904 | $3,993-2.2% | $3,583+8.9% | $5,352-27.1% |
| Admin fee / account holder | $72 | $5,694-98.7% | $4,882-98.5% | $9,541-99.3% |