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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,584 | $96,361-92.1% | $80,607-90.6% | $139,456-94.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 26.77% | 1350.95%-1324.2pp | 936.11%-909.3pp | 373.45%-346.7pp |
| Employer contribution / active EE | $1,156 | $3,262-64.6% | $2,724-57.6% | $4,753-75.7% |
| Participant deferral / active EE | $1,405 | $5,232-73.2% | $4,448-68.4% | $6,711-79.1% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |