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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,808 | $96,338-73.2% | $80,589-68.0% | $139,427-81.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1350.43%-1335.2pp | 935.83%-920.6pp | 373.27%-358.1pp |
| Employer contribution / active EE | $4,128 | $3,263+26.5% | $2,724+51.5% | $4,752-13.1% |
| Participant deferral / active EE | $4,668 | $5,234-10.8% | $4,449+4.9% | $6,711-30.4% |
| Admin fee / account holder | $281 | $6,600-95.7% | $5,379-94.8% | $11,404-97.5% |