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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $167,030-84.9% | $135,768-81.4% | $155,188-83.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 22.02% | 678.39%-656.4pp | 526.10%-504.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $2,500 | $4,132-39.5% | $3,394-26.4% | $4,248-41.2% |
| Participant deferral / active EE | $3,567 | $4,528-21.2% | $3,977-10.3% | $6,531-45.4% |
| Admin fee / account holder | $141 | $8,172-98.3% | $7,048-98.0% | $14,480-99.0% |