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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,308 | $76,634-89.2% | $56,054-85.2% | $145,978-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 3004.33%-2991.0pp | 1705.95%-1692.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,314 | $1,380-4.8% | $1,039+26.5% | $4,662-71.8% |
| Participant deferral / active EE | $3,411 | $2,622+30.1% | $1,952+74.7% | $6,690-49.0% |
| Admin fee / account holder | $78 | $3,321-97.7% | $2,822-97.2% | $13,400-99.4% |