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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,979 | $149,040-81.2% | $120,225-76.7% | $137,256-79.6% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 19.82% | 605.68%-585.9pp | 439.23%-419.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,549 | $4,350-64.4% | $3,475-55.4% | $4,156-62.7% |
| Participant deferral / active EE | $2,408 | $4,655-48.3% | $3,999-39.8% | $6,407-62.4% |
| Admin fee / account holder | $63 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |