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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,379 | $76,608-78.6% | $56,077-70.8% | $145,877-88.8% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 12.06% | 3009.59%-2997.5pp | 1709.28%-1697.2pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,755 | $1,382+27.0% | $1,040+68.7% | $4,663-62.4% |
| Participant deferral / active EE | $3,631 | $2,624+38.4% | $1,954+85.8% | $6,691-45.7% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |