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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,127 | $114,093-76.2% | $96,171-71.8% | $167,536-83.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 35.55% | 190.00%-154.4pp | 192.04%-156.5pp | 478.82%-443.3pp |
| Employer contribution / active EE | $10,235 | $3,429+198.4% | $2,799+265.7% | $4,839+111.5% |
| Participant deferral / active EE | $3,930 | $5,197-24.4% | $4,350-9.7% | $6,342-38.0% |
| Admin fee / account holder | $201 | $6,899-97.1% | $5,538-96.4% | $12,315-98.4% |