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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,389 | $102,385-62.5% | $147,080-73.9% | $80,935-52.6% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 44.15% | 135.09%-90.9pp | 420.17%-376.0pp | 35.66%+8.5pp |
| Employer contribution / active EE | $2,339 | $3,717-37.1% | $4,933-52.6% | $2,757-15.1% |
| Participant deferral / active EE | $3,974 | $6,651-40.2% | $8,066-50.7% | $4,299-7.6% |
| Admin fee / account holder | $127 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |