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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,081 | $84,741-63.3% | $75,731-59.0% | $167,553-81.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.7pp |
| Annual return | 21.42% | 199.72%-178.3pp | 104.65%-83.2pp | 478.89%-457.5pp |
| Employer contribution / active EE | $1,618 | $3,230-49.9% | $2,743-41.0% | $4,840-66.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $267 | $5,361-95.0% | $3,620-92.6% | $12,316-97.8% |