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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,700 | $96,691-34.1% | $86,656-26.5% | $139,487-54.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 24.04% | 106.87%-82.8pp | 593.09%-569.1pp | 373.84%-349.8pp |
| Employer contribution / active EE | $1,664 | $3,267-49.1% | $3,025-45.0% | $4,755-65.0% |
| Participant deferral / active EE | $3,294 | $4,838-31.9% | $4,439-25.8% | $6,713-50.9% |
| Admin fee / account holder | $106 | $6,414-98.4% | $5,619-98.1% | $11,407-99.1% |