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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,285 | $104,937-79.7% | $84,628-74.8% | $152,897-86.1% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 40.52% | 373.88%-333.4pp | 258.80%-218.3pp | 345.43%-304.9pp |
| Employer contribution / active EE | $2,491 | $3,303-24.6% | $2,653-6.1% | $4,764-47.7% |
| Participant deferral / active EE | $7,306 | $4,690+55.8% | $3,900+87.3% | $5,851+24.9% |
| Admin fee / account holder | $17 | $6,243-99.7% | $4,914-99.7% | $11,599-99.9% |