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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,581 | $112,121-74.5% | $95,960-70.2% | $158,966-82.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 41.03% | 171.16%-130.1pp | 91.63%-50.6pp | 302.95%-261.9pp |
| Employer contribution / active EE | $1,019 | $3,199-68.1% | $2,541-59.9% | $4,762-78.6% |
| Participant deferral / active EE | $15,132 | $4,784+216.3% | $4,167+263.2% | $5,983+152.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |