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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,679 | $106,008-64.5% | $92,240-59.2% | $147,586-74.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 50.05%-36.5pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,464 | $4,333-66.2% | $3,680-60.2% | $4,876-70.0% |
| Participant deferral / active EE | $1,917 | $4,478-57.2% | $3,897-50.8% | $5,439-64.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |