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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,743 | $96,678-83.7% | $86,640-81.8% | $139,466-88.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 20.95% | 106.69%-85.7pp | 592.52%-571.6pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,605 | $3,265-50.8% | $3,024-46.9% | $4,754-66.2% |
| Participant deferral / active EE | $3,305 | $4,837-31.7% | $4,438-25.5% | $6,712-50.8% |
| Admin fee / account holder | $288 | $6,410-95.5% | $5,616-94.9% | $11,409-97.5% |