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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,733 | $76,634-84.7% | $56,054-79.1% | $145,978-92.0% |
| Participation rate | 76.5% | 63.2%+13.2pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 422.50% | 3004.33%-2581.8pp | 1705.95%-1283.4pp | 550.52%-128.0pp |
| Employer contribution / active EE | $910 | $1,380-34.1% | $1,039-12.4% | $4,662-80.5% |
| Participant deferral / active EE | $3,066 | $2,622+16.9% | $1,952+57.1% | $6,690-54.2% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |