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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $76,368-71.7% | $67,681-68.1% | $154,746-86.0% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 26.24% | 1066.77%-1040.5pp | 590.58%-564.3pp | 172.34%-146.1pp |
| Employer contribution / active EE | $5,966 | $3,151+89.3% | $2,678+122.7% | $4,379+36.2% |
| Participant deferral / active EE | $8,443 | $4,824+75.0% | $3,976+112.4% | $6,730+25.5% |
| Admin fee / account holder | $75 | $8,559-99.1% | $6,100-98.8% | $14,365-99.5% |