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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,968 | $76,522-80.4% | $56,033-73.3% | $145,884-89.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 17.07% | 3014.28%-2997.2pp | 1711.38%-1694.3pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,667 | $1,382+20.6% | $1,041+60.1% | $4,662-64.2% |
| Participant deferral / active EE | $3,187 | $2,624+21.5% | $1,954+63.1% | $6,690-52.4% |
| Admin fee / account holder | $20 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |