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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,178 | $150,447-82.6% | $136,298-80.8% | $147,586-82.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.41% | 1049.15%-1030.7pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,975 | $5,256-62.4% | $4,696-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $3,024 | $6,631-54.4% | $6,247-51.6% | $5,439-44.4% |
| Admin fee / account holder | $221 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |