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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,896 | $110,551-62.1% | $80,741-48.1% | $167,536-75.0% |
| Participation rate | 92.3% | 64.0%+28.3pp | 54.2%+38.1pp | 82.1%+10.2pp |
| Annual return | 13.83% | 120.57%-106.7pp | 87.30%-73.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,551 | $1,543+0.5% | $1,160+33.7% | $4,839-68.0% |
| Participant deferral / active EE | $2,495 | $2,870-13.1% | $2,145+16.3% | $6,342-60.7% |
| Admin fee / account holder | $152 | $4,547-96.6% | $3,380-95.5% | $12,315-98.8% |