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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,964 | $136,433-80.2% | $98,864-72.7% | $167,553-83.9% |
| Participation rate | 88.2% | 70.3%+18.0pp | 65.7%+22.5pp | 82.1%+6.1pp |
| Annual return | 0.00% | 67.76%-67.8pp | 50.03%-50.0pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,798 | $2,636+6.2% | $2,070+35.2% | $4,840-42.2% |
| Participant deferral / active EE | $4,858 | $3,721+30.6% | $3,037+60.0% | $6,343-23.4% |
| Admin fee / account holder | $176 | $5,039-96.5% | $4,080-95.7% | $12,316-98.6% |