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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,293 | $76,785-74.9% | $56,441-65.8% | $145,959-86.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 19.32% | 3000.51%-2981.2pp | 1704.21%-1684.9pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,173 | $1,381-15.0% | $1,039+12.9% | $4,661-74.8% |
| Participant deferral / active EE | $1,511 | $2,624-42.4% | $1,953-22.6% | $6,689-77.4% |
| Admin fee / account holder | $60 | $3,334-98.2% | $2,829-97.9% | $13,398-99.6% |