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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,844 | $111,785-84.0% | $93,669-80.9% | $145,877-87.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 22.59% | 203.79%-181.2pp | 133.59%-111.0pp | 551.28%-528.7pp |
| Employer contribution / active EE | $570 | $3,096-81.6% | $2,424-76.5% | $4,663-87.8% |
| Participant deferral / active EE | $4,691 | $4,919-4.6% | $4,416+6.2% | $6,691-29.9% |
| Admin fee / account holder | $49 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |