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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,713 | $96,678-74.4% | $86,640-71.5% | $139,466-82.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 23.70% | 106.69%-83.0pp | 592.52%-568.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,991 | $3,265-39.0% | $3,024-34.2% | $4,754-58.1% |
| Participant deferral / active EE | $3,149 | $4,837-34.9% | $4,438-29.1% | $6,712-53.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |