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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,761 | $102,595-84.6% | $94,057-83.2% | $154,746-89.8% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 80.7%+12.6pp |
| Annual return | 26.09% | 583.42%-557.3pp | 480.62%-454.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $2,537 | $3,147-19.4% | $2,933-13.5% | $4,379-42.1% |
| Participant deferral / active EE | $3,485 | $5,118-31.9% | $4,709-26.0% | $6,730-48.2% |
| Admin fee / account holder | $25 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |