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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,657 | $180,749-89.7% | $160,784-88.4% | $137,256-86.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 20.51% | 2234.46%-2214.0pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,377 | $4,155-66.9% | $3,733-63.1% | $4,156-66.9% |
| Participant deferral / active EE | $5,413 | $6,844-20.9% | $6,293-14.0% | $6,407-15.5% |
| Admin fee / account holder | $193 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |