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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,250 | $57,305-35.0% | $86,640-57.0% | $75,173-50.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.84% | 2674.24%-2659.4pp | 592.52%-577.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,580 | $2,316-31.8% | $3,024-47.8% | $2,671-40.8% |
| Participant deferral / active EE | $4,105 | $3,320+23.7% | $4,438-7.5% | $4,126-0.5% |
| Admin fee / account holder | $39 | $4,116-99.1% | $5,616-99.3% | $5,651-99.3% |