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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,744 | $88,702-74.4% | $81,780-72.2% | $145,978-84.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 16.58% | 1029.12%-1012.5pp | 776.27%-759.7pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,579 | $3,084-48.8% | $2,914-45.8% | $4,662-66.1% |
| Participant deferral / active EE | $10,537 | $4,645+126.8% | $4,321+143.9% | $6,690+57.5% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |