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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,832 | $81,749-77.0% | $58,544-67.8% | $139,456-86.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 29.99% | 7425.45%-7395.5pp | 4249.56%-4219.6pp | 373.45%-343.5pp |
| Employer contribution / active EE | $5,598 | $1,398+300.4% | $1,053+431.6% | $4,753+17.8% |
| Participant deferral / active EE | $14,753 | $2,555+477.4% | $1,923+667.2% | $6,711+119.8% |
| Admin fee / account holder | $278 | $3,272-91.5% | $2,520-89.0% | $11,407-97.6% |