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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,588 | $76,608-53.5% | $56,077-36.5% | $145,877-75.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 13.26% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $500 | $1,382-63.8% | $1,040-52.0% | $4,663-89.3% |
| Participant deferral / active EE | $3,286 | $2,624+25.2% | $1,954+68.2% | $6,691-50.9% |
| Admin fee / account holder | $59 | $3,325-98.2% | $2,825-97.9% | $13,402-99.6% |