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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,653 | $176,688-82.7% | $130,660-76.5% | $152,897-80.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.5%+0.9pp |
| Annual return | 19.47% | 2693.08%-2673.6pp | 1709.29%-1689.8pp | 345.43%-326.0pp |
| Employer contribution / active EE | $3,756 | $5,743-34.6% | $4,092-8.2% | $4,764-21.2% |
| Participant deferral / active EE | $8,618 | $4,362+97.6% | $3,603+139.2% | $5,851+47.3% |
| Admin fee / account holder | $165 | $7,131-97.7% | $5,463-97.0% | $11,599-98.6% |