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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,264 | $175,231-89.6% | $149,696-87.8% | $139,466-86.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 21.82% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,534 | $5,478-72.0% | $4,821-68.2% | $4,754-67.7% |
| Participant deferral / active EE | $3,126 | $6,521-52.1% | $5,682-45.0% | $6,712-53.4% |
| Admin fee / account holder | $170 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |