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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,751 | $96,691-88.9% | $86,656-87.6% | $139,487-92.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 28.64% | 106.87%-78.2pp | 593.09%-564.5pp | 373.84%-345.2pp |
| Employer contribution / active EE | $1,865 | $3,267-42.9% | $3,025-38.4% | $4,755-60.8% |
| Participant deferral / active EE | $4,313 | $4,838-10.9% | $4,439-2.8% | $6,713-35.8% |
| Admin fee / account holder | $108 | $6,414-98.3% | $5,619-98.1% | $11,407-99.1% |