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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,164 | $111,785-81.1% | $93,669-77.4% | $145,877-85.5% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 129.00% | 203.79%-74.8pp | 133.59%-4.6pp | 551.28%-422.3pp |
| Employer contribution / active EE | $2,038 | $3,096-34.2% | $2,424-15.9% | $4,663-56.3% |
| Participant deferral / active EE | $6,383 | $4,919+29.8% | $4,416+44.6% | $6,691-4.6% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |