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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,744 | $88,815-74.4% | $81,882-72.2% | $145,897-84.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 16.58% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,579 | $3,086-48.9% | $2,916-45.9% | $4,663-66.1% |
| Participant deferral / active EE | $10,537 | $4,647+126.7% | $4,323+143.7% | $6,689+57.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |