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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,543 | $96,419-88.0% | $80,648-85.7% | $139,487-91.7% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 33.50% | 1352.86%-1319.4pp | 937.21%-903.7pp | 373.84%-340.3pp |
| Employer contribution / active EE | $1,481 | $3,261-54.6% | $2,724-45.6% | $4,755-68.9% |
| Participant deferral / active EE | $2,048 | $5,225-60.8% | $4,443-53.9% | $6,713-69.5% |
| Admin fee / account holder | $280 | $6,605-95.8% | $5,382-94.8% | $11,407-97.5% |