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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,868 | $101,672-59.8% | $147,117-72.2% | $74,478-45.1% |
| Participation rate | 82.2% | 75.5%+6.6pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 132.93% | 8757.83%-8624.9pp | 420.54%-287.6pp | 1370.56%-1237.6pp |
| Employer contribution / active EE | $2,565 | $3,813-32.7% | $4,932-48.0% | $2,626-2.3% |
| Participant deferral / active EE | $4,624 | $7,305-36.7% | $8,065-42.7% | $4,350+6.3% |
| Admin fee / account holder | $39 | $1,753-97.8% | $12,993-99.7% | $1,946-98.0% |