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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,724 | $110,830-76.8% | $86,625-70.3% | $167,553-84.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 71.6%+12.6pp | 82.1%+2.1pp |
| Annual return | 19.80% | 116.99%-97.2pp | 63.52%-43.7pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,541 | $3,245-52.5% | $2,496-38.3% | $4,840-68.2% |
| Participant deferral / active EE | $3,083 | $4,548-32.2% | $3,700-16.7% | $6,343-51.4% |
| Admin fee / account holder | $37 | $8,420-99.6% | $5,830-99.4% | $12,316-99.7% |