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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,540 | $112,935-77.4% | $90,970-71.9% | $158,966-83.9% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 81.60% | 215.79%-134.2pp | 134.58%-53.0pp | 302.95%-221.3pp |
| Employer contribution / active EE | $1,403 | $2,895-51.5% | $2,122-33.9% | $4,762-70.5% |
| Participant deferral / active EE | $3,542 | $4,129-14.2% | $3,373+5.0% | $5,983-40.8% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |