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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,836 | $150,446-66.2% | $136,297-62.7% | $147,585-65.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.44% | 1049.14%-1031.7pp | 5156.19%-5138.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $4,665 | $6,631-29.7% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $115 | $10,906-98.9% | $9,244-98.8% | $10,886-98.9% |