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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,004 | $102,696-80.5% | $86,235-76.8% | $139,487-85.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 20.50% | 1925.91%-1905.4pp | 1170.03%-1149.5pp | 373.84%-353.3pp |
| Employer contribution / active EE | $3,573 | $3,034+17.8% | $2,381+50.1% | $4,755-24.8% |
| Participant deferral / active EE | $4,095 | $4,679-12.5% | $3,987+2.7% | $6,713-39.0% |
| Admin fee / account holder | $20 | $8,667-99.8% | $6,856-99.7% | $11,407-99.8% |