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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,438 | $96,678-77.8% | $86,640-75.3% | $139,466-84.6% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 22.79% | 106.69%-83.9pp | 592.52%-569.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,173 | $3,265-64.1% | $3,024-61.2% | $4,754-75.3% |
| Participant deferral / active EE | $1,863 | $4,837-61.5% | $4,438-58.0% | $6,712-72.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |