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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,875 | $99,031-68.8% | $86,597-64.3% | $147,585-79.1% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 17.66% | 1312.56%-1294.9pp | 964.96%-947.3pp | 578.57%-560.9pp |
| Employer contribution / active EE | $1,305 | $3,132-58.3% | $2,840-54.1% | $4,876-73.2% |
| Participant deferral / active EE | $2,471 | $3,972-37.8% | $3,609-31.5% | $5,439-54.6% |
| Admin fee / account holder | $27 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |