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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,873 | $150,435-84.1% | $120,580-80.2% | $145,897-83.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 15.39% | 154.60%-139.2pp | 107.48%-92.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,021 | $4,352-53.6% | $3,469-41.7% | $4,663-56.6% |
| Participant deferral / active EE | $4,790 | $6,174-22.4% | $4,995-4.1% | $6,689-28.4% |
| Admin fee / account holder | $296 | $12,182-97.6% | $9,418-96.9% | $13,390-97.8% |