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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,876 | $76,608-59.7% | $56,077-44.9% | $145,877-78.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 9.28% | 3009.59%-3000.3pp | 1709.28%-1700.0pp | 551.28%-542.0pp |
| Employer contribution / active EE | $3,663 | $1,382+165.1% | $1,040+252.1% | $4,663-21.4% |
| Participant deferral / active EE | $6,100 | $2,624+132.5% | $1,954+212.2% | $6,691-8.8% |
| Admin fee / account holder | $244 | $3,325-92.7% | $2,825-91.4% | $13,402-98.2% |