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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,958 | $154,159-81.2% | $130,026-77.7% | $139,456-79.2% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 30.36% | 32.50%-2.1pp | -137.26%+167.6pp | 373.45%-343.1pp |
| Employer contribution / active EE | $1,544 | $5,292-70.8% | $4,321-64.3% | $4,753-67.5% |
| Participant deferral / active EE | $3,176 | $6,710-52.7% | $5,821-45.4% | $6,711-52.7% |
| Admin fee / account holder | $151 | $14,001-98.9% | $10,608-98.6% | $11,407-98.7% |