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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,408 | $115,810-66.8% | $101,271-62.1% | $158,966-75.8% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,762-62.6% |
| Participant deferral / active EE | $3,905 | $4,958-21.2% | $4,371-10.7% | $5,983-34.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |