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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,125 | $76,522-82.8% | $56,033-76.6% | $145,884-91.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 11.24% | 3014.28%-3003.0pp | 1711.38%-1700.1pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,558 | $1,382+85.1% | $1,041+145.8% | $4,662-45.1% |
| Participant deferral / active EE | $2,442 | $2,624-6.9% | $1,954+25.0% | $6,690-63.5% |
| Admin fee / account holder | $165 | $3,328-95.1% | $2,827-94.2% | $13,392-98.8% |