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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,841 | $185,225-15.9% | $142,898+9.1% | $167,553-7.0% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 15.94% | 8558.12%-8542.2pp | 5639.64%-5623.7pp | 478.89%-463.0pp |
| Employer contribution / active EE | $578 | $5,607-89.7% | $4,146-86.1% | $4,840-88.1% |
| Participant deferral / active EE | $11,750 | $4,496+161.4% | $3,838+206.1% | $6,343+85.3% |
| Admin fee / account holder | $13 | $8,032-99.8% | $6,560-99.8% | $12,316-99.9% |