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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,330 | $88,754-77.1% | $81,820-75.2% | $145,877-86.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 23.20% | 1031.77%-1008.6pp | 777.93%-754.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,757 | $3,085-10.7% | $2,915-5.4% | $4,663-40.9% |
| Participant deferral / active EE | $3,004 | $4,648-35.4% | $4,323-30.5% | $6,691-55.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |