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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,355 | $180,749-89.3% | $160,784-88.0% | $137,256-85.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 25.22% | 2234.46%-2209.2pp | 1803.92%-1778.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,484 | $4,155-40.2% | $3,733-33.5% | $4,156-40.2% |
| Participant deferral / active EE | $4,118 | $6,844-39.8% | $6,293-34.6% | $6,407-35.7% |
| Admin fee / account holder | $43 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |