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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,359 | $108,695-73.9% | $74,722-62.0% | $152,897-81.5% |
| Participation rate | 77.8% | 65.4%+12.4pp | 54.5%+23.3pp | 82.5%-4.7pp |
| Annual return | 24.17% | 114.11%-89.9pp | 753.11%-728.9pp | 345.43%-321.3pp |
| Employer contribution / active EE | $733 | $1,504-51.3% | $1,084-32.4% | $4,764-84.6% |
| Participant deferral / active EE | $3,040 | $2,712+12.1% | $1,963+54.8% | $5,851-48.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |