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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,800 | $114,073-82.6% | $96,161-79.4% | $167,518-88.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 20.66% | 189.95%-169.3pp | 192.01%-171.3pp | 478.71%-458.0pp |
| Employer contribution / active EE | $1,571 | $3,428-54.2% | $2,798-43.8% | $4,838-67.5% |
| Participant deferral / active EE | $3,857 | $5,195-25.7% | $4,349-11.3% | $6,342-39.2% |
| Admin fee / account holder | $256 | $6,899-96.3% | $5,538-95.4% | $12,312-97.9% |