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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $60,393-65.2% | $81,820-74.3% | $74,429-71.8% |
| Participation rate | 92.9% | 62.9%+30.0pp | 72.4%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.47% | 16.89%-1.4pp | 777.93%-762.5pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,635 | $2,626+38.4% | $2,915+24.7% | $2,625+38.5% |
| Participant deferral / active EE | $3,129 | $3,397-7.9% | $4,323-27.6% | $4,348-28.0% |
| Admin fee / account holder | $12 | $1,491-99.2% | $7,391-99.8% | $1,944-99.4% |