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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,409 | $88,778-77.0% | $81,844-75.1% | $145,884-86.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 26.79% | 1033.03%-1006.2pp | 778.87%-752.1pp | 551.85%-525.1pp |
| Employer contribution / active EE | $3,693 | $3,087+19.6% | $2,916+26.6% | $4,662-20.8% |
| Participant deferral / active EE | $3,853 | $4,648-17.1% | $4,323-10.9% | $6,690-42.4% |
| Admin fee / account holder | $83 | $8,430-99.0% | $7,355-98.9% | $13,392-99.4% |