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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,188 | $106,003-70.6% | $92,236-66.2% | $147,585-78.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.41% | 50.05%-27.6pp | 176.29%-153.9pp | 578.57%-556.2pp |
| Employer contribution / active EE | $1,192 | $4,333-72.5% | $3,679-67.6% | $4,876-75.6% |
| Participant deferral / active EE | $10,280 | $4,478+129.6% | $3,897+163.8% | $5,439+89.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |