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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,567 | $817,678-95.9% | $392,568-91.4% | $152,885-78.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.5%+3.3pp |
| Annual return | 344.21% | 22.84%+321.4pp | 24.42%+319.8pp | 345.39%-1.2pp |
| Employer contribution / active EE | $1,724 | $5,502-68.7% | $3,783-54.4% | $4,763-63.8% |
| Participant deferral / active EE | $2,385 | $8,398-71.6% | $5,985-60.1% | $5,851-59.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,598-100.0% |