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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,910 | $112,935-60.2% | $90,970-50.6% | $158,966-71.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.83% | 215.79%-199.0pp | 134.58%-117.7pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,765 | $2,895-39.0% | $2,122-16.8% | $4,762-62.9% |
| Participant deferral / active EE | $5,424 | $4,129+31.4% | $3,373+60.8% | $5,983-9.3% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |