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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,245 | $102,393-71.4% | $147,041-80.1% | $80,911-63.9% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 36.87% | 134.95%-98.1pp | 419.21%-382.3pp | 35.63%+1.2pp |
| Employer contribution / active EE | $2,387 | $3,715-35.7% | $4,935-51.6% | $2,756-13.4% |
| Participant deferral / active EE | $4,170 | $6,647-37.3% | $8,071-48.3% | $4,297-3.0% |
| Admin fee / account holder | $203 | $7,943-97.5% | $13,006-98.4% | $6,935-97.1% |