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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,564 | $96,678-76.7% | $86,640-74.0% | $139,466-83.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.54% | 106.69%-90.1pp | 592.52%-576.0pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,557 | $3,265-52.3% | $3,024-48.5% | $4,754-67.2% |
| Participant deferral / active EE | $5,849 | $4,837+20.9% | $4,438+31.8% | $6,712-12.9% |
| Admin fee / account holder | $256 | $6,410-96.0% | $5,616-95.4% | $11,409-97.8% |