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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,032 | $96,678-83.4% | $86,640-81.5% | $139,466-88.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 22.91% | 106.69%-83.8pp | 592.52%-569.6pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,038 | $3,265-68.2% | $3,024-65.7% | $4,754-78.2% |
| Participant deferral / active EE | $4,938 | $4,837+2.1% | $4,438+11.3% | $6,712-26.4% |
| Admin fee / account holder | $234 | $6,410-96.4% | $5,616-95.8% | $11,409-98.0% |