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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,272 | $106,008-63.0% | $92,240-57.4% | $147,586-73.4% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 14.85% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,729 | $4,333-60.1% | $3,680-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $3,160 | $4,478-29.4% | $3,897-18.9% | $5,439-41.9% |
| Admin fee / account holder | $7 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |