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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,520 | $112,933-75.6% | $90,970-69.7% | $158,982-82.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 37.68% | 215.82%-178.1pp | 134.60%-96.9pp | 302.99%-265.3pp |
| Employer contribution / active EE | $502 | $2,893-82.6% | $2,122-76.3% | $4,763-89.5% |
| Participant deferral / active EE | $2,512 | $4,128-39.1% | $3,373-25.5% | $5,983-58.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |