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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,846 | $115,810-77.7% | $101,271-74.5% | $158,966-83.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,946 | $4,175-29.5% | $3,660-19.5% | $4,762-38.1% |
| Participant deferral / active EE | $5,229 | $4,958+5.5% | $4,371+19.6% | $5,983-12.6% |
| Admin fee / account holder | $106 | $7,248-98.5% | $5,948-98.2% | $11,250-99.1% |