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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,795 | $103,008-90.5% | $90,304-89.2% | $152,897-93.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 49.20% | 95.22%-46.0pp | 78.13%-28.9pp | 345.43%-296.2pp |
| Employer contribution / active EE | $2,965 | $3,139-5.6% | $2,855+3.9% | $4,764-37.8% |
| Participant deferral / active EE | $3,379 | $4,281-21.1% | $3,885-13.0% | $5,851-42.3% |
| Admin fee / account holder | $27 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |