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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,501 | $102,696-61.5% | $86,235-54.2% | $139,487-71.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.94% | 1925.91%-1908.0pp | 1170.03%-1152.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,704 | $3,034-10.9% | $2,381+13.5% | $4,755-43.1% |
| Participant deferral / active EE | $5,295 | $4,679+13.2% | $3,987+32.8% | $6,713-21.1% |
| Admin fee / account holder | $40 | $8,667-99.5% | $6,856-99.4% | $11,407-99.6% |