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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,674 | $99,011-83.2% | $86,582-80.7% | $147,586-88.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 17.85% | 1312.75%-1294.9pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,664 | $3,132+17.0% | $2,839+29.0% | $4,876-24.9% |
| Participant deferral / active EE | $3,023 | $3,972-23.9% | $3,609-16.2% | $5,439-44.4% |
| Admin fee / account holder | $25 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |