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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,332 | $88,778-71.5% | $81,844-69.0% | $145,884-82.6% |
| Participation rate | 94.4% | 75.1%+19.4pp | 72.4%+22.1pp | 80.3%+14.1pp |
| Annual return | 18.55% | 1033.03%-1014.5pp | 778.87%-760.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,700 | $3,087-44.9% | $2,916-41.7% | $4,662-63.5% |
| Participant deferral / active EE | $5,180 | $4,648+11.4% | $4,323+19.8% | $6,690-22.6% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |