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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,379 | $76,634-78.6% | $56,054-70.8% | $145,978-88.8% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 12.06% | 3004.33%-2992.3pp | 1705.95%-1693.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,755 | $1,380+27.1% | $1,039+68.9% | $4,662-62.4% |
| Participant deferral / active EE | $3,631 | $2,622+38.5% | $1,952+86.0% | $6,690-45.7% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |