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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,775 | $76,608-85.9% | $56,077-80.8% | $145,877-92.6% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.4pp | 80.3%-1.4pp |
| Annual return | 14.28% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,976 | $1,382+187.8% | $1,040+282.2% | $4,663-14.7% |
| Participant deferral / active EE | $1,453 | $2,624-44.6% | $1,954-25.6% | $6,691-78.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |