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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,211 | $112,933-71.5% | $90,970-64.6% | $158,982-79.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 19.68% | 215.82%-196.1pp | 134.60%-114.9pp | 302.99%-283.3pp |
| Employer contribution / active EE | $11,287 | $2,893+290.1% | $2,122+432.0% | $4,763+137.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $176 | $8,047-97.8% | $5,961-97.1% | $11,252-98.4% |