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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,651 | $108,695-86.5% | $74,722-80.4% | $152,897-90.4% |
| Participation rate | 75.0% | 65.4%+9.6pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 31.89% | 114.11%-82.2pp | 753.11%-721.2pp | 345.43%-313.5pp |
| Employer contribution / active EE | $1,508 | $1,504+0.2% | $1,084+39.0% | $4,764-68.4% |
| Participant deferral / active EE | $1,508 | $2,712-44.4% | $1,963-23.2% | $5,851-74.2% |
| Admin fee / account holder | $75 | $4,906-98.5% | $3,335-97.8% | $11,599-99.4% |