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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,016 | $57,305-75.5% | $86,640-83.8% | $75,173-81.4% |
| Participation rate | 92.7% | 63.2%+29.5pp | 71.7%+21.0pp | 67.2%+25.5pp |
| Annual return | 24.99% | 2674.24%-2649.2pp | 592.52%-567.5pp | 160.72%-135.7pp |
| Employer contribution / active EE | $2,648 | $2,316+14.3% | $3,024-12.4% | $2,671-0.9% |
| Participant deferral / active EE | $6,322 | $3,320+90.5% | $4,438+42.5% | $4,126+53.2% |
| Admin fee / account holder | $260 | $4,116-93.7% | $5,616-95.4% | $5,651-95.4% |