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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,474 | $76,608-83.7% | $56,077-77.8% | $145,877-91.4% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 15.77% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,532 | $1,382+10.9% | $1,040+47.3% | $4,663-67.1% |
| Participant deferral / active EE | $5,379 | $2,624+105.0% | $1,954+175.3% | $6,691-19.6% |
| Admin fee / account holder | $159 | $3,325-95.2% | $2,825-94.4% | $13,402-98.8% |