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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,006 | $109,905-75.4% | $98,506-72.6% | $167,553-83.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 20.04% | 1960.20%-1940.2pp | 1494.92%-1474.9pp | 478.89%-458.9pp |
| Employer contribution / active EE | $1,399 | $3,226-56.6% | $2,961-52.7% | $4,840-71.1% |
| Participant deferral / active EE | $5,290 | $4,674+13.2% | $4,277+23.7% | $6,343-16.6% |
| Admin fee / account holder | $50 | $6,760-99.3% | $5,955-99.2% | $12,316-99.6% |