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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,534 | $81,749-74.9% | $58,544-64.9% | $139,456-85.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.67% | 7425.45%-7412.8pp | 4249.56%-4236.9pp | 373.45%-360.8pp |
| Employer contribution / active EE | $4,079 | $1,398+191.8% | $1,053+287.4% | $4,753-14.2% |
| Participant deferral / active EE | $2,727 | $2,555+6.7% | $1,923+41.8% | $6,711-59.4% |
| Admin fee / account holder | $69 | $3,272-97.9% | $2,520-97.3% | $11,407-99.4% |