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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,156 | $93,346-60.2% | $71,796-48.2% | $273,972-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1376.74% | 130.39%+1246.3pp | 78.04%+1298.7pp | 41.46%+1335.3pp |
| Employer contribution / active EE | $2,041 | $2,733-25.3% | $1,924+6.1% | $4,869-58.1% |
| Participant deferral / active EE | $5,099 | $3,475+46.7% | $2,794+82.5% | $5,287-3.6% |
| Admin fee / account holder | $228 | $6,571-96.5% | $4,815-95.3% | $10,133-97.8% |