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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,683 | $88,754-60.9% | $81,820-57.6% | $145,877-76.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,502 | $3,085-51.3% | $2,915-48.5% | $4,663-67.8% |
| Participant deferral / active EE | $5,500 | $4,648+18.3% | $4,323+27.2% | $6,691-17.8% |
| Admin fee / account holder | $97 | $8,424-98.8% | $7,391-98.7% | $13,402-99.3% |