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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,674 | $82,678-66.5% | $125,391-77.9% | $68,490-59.6% |
| Participation rate | 98.8% | 75.1%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | 272.09% | -5.97%+278.1pp | 572.41%-300.3pp | -7.85%+279.9pp |
| Employer contribution / active EE | $1,277 | $3,382-62.2% | $4,816-73.5% | $2,597-50.8% |
| Participant deferral / active EE | $3,473 | $6,111-43.2% | $7,448-53.4% | $4,028-13.8% |
| Admin fee / account holder | $217 | $6,277-96.5% | $10,009-97.8% | $5,403-96.0% |