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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,403 | $102,385-63.5% | $147,080-74.6% | $80,935-53.8% |
| Participation rate | 70.9% | 75.9%-4.9pp | 82.2%-11.3pp | 67.7%+3.3pp |
| Annual return | 35.56% | 135.09%-99.5pp | 420.17%-384.6pp | 35.66%-0.1pp |
| Employer contribution / active EE | $3,573 | $3,717-3.9% | $4,933-27.6% | $2,757+29.6% |
| Participant deferral / active EE | $6,953 | $6,651+4.5% | $8,066-13.8% | $4,299+61.7% |
| Admin fee / account holder | $161 | $7,951-98.0% | $12,989-98.8% | $6,924-97.7% |