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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,034 | $81,727-85.3% | $58,534-79.4% | $139,427-91.4% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 40.94% | 7422.38%-7381.4pp | 4248.32%-4207.4pp | 373.27%-332.3pp |
| Employer contribution / active EE | $2,097 | $1,399+49.9% | $1,054+99.1% | $4,752-55.9% |
| Participant deferral / active EE | $3,531 | $2,557+38.1% | $1,924+83.5% | $6,711-47.4% |
| Admin fee / account holder | $100 | $3,271-96.9% | $2,519-96.0% | $11,404-99.1% |