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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,801 | $96,419-82.6% | $80,648-79.2% | $139,487-88.0% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 25.53% | 1352.86%-1327.3pp | 937.21%-911.7pp | 373.84%-348.3pp |
| Employer contribution / active EE | $1,829 | $3,261-43.9% | $2,724-32.8% | $4,755-61.5% |
| Participant deferral / active EE | $3,400 | $5,225-34.9% | $4,443-23.5% | $6,713-49.4% |
| Admin fee / account holder | $187 | $6,605-97.2% | $5,382-96.5% | $11,407-98.4% |