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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,580 | $99,031-71.1% | $86,597-67.0% | $147,585-80.6% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 13.83% | 1312.56%-1298.7pp | 964.96%-951.1pp | 578.57%-564.7pp |
| Employer contribution / active EE | $1,290 | $3,132-58.8% | $2,840-54.6% | $4,876-73.6% |
| Participant deferral / active EE | $2,841 | $3,972-28.5% | $3,609-21.3% | $5,439-47.8% |
| Admin fee / account holder | $98 | $5,711-98.3% | $4,906-98.0% | $10,885-99.1% |