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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,744 | $105,856-80.4% | $90,161-77.0% | $147,586-85.9% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 147.18% | 37.63%+109.6pp | 34.89%+112.3pp | 578.59%-431.4pp |
| Employer contribution / active EE | $3,828 | $4,126-7.2% | $3,318+15.4% | $4,876-21.5% |
| Participant deferral / active EE | $4,300 | $5,733-25.0% | $5,287-18.7% | $5,439-20.9% |
| Admin fee / account holder | $202 | $8,046-97.5% | $5,943-96.6% | $10,886-98.1% |