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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $76,522-69.6% | $56,033-58.5% | $145,884-84.1% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 10.55% | 3014.28%-3003.7pp | 1711.38%-1700.8pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,187 | $1,382+58.2% | $1,041+110.1% | $4,662-53.1% |
| Participant deferral / active EE | $634 | $2,624-75.8% | $1,954-67.6% | $6,690-90.5% |
| Admin fee / account holder | $297 | $3,328-91.1% | $2,827-89.5% | $13,392-97.8% |