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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,977 | $81,763-64.6% | $58,561-50.5% | $139,466-79.2% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 26.73% | 7427.77%-7401.0pp | 4251.33%-4224.6pp | 373.66%-346.9pp |
| Employer contribution / active EE | $3,079 | $1,398+120.2% | $1,053+192.3% | $4,754-35.2% |
| Participant deferral / active EE | $8,289 | $2,555+224.5% | $1,923+331.0% | $6,712+23.5% |
| Admin fee / account holder | $19 | $3,273-99.4% | $2,520-99.3% | $11,409-99.8% |