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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,434 | $63,346-61.4% | $92,240-73.5% | $70,126-65.2% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 122.69% | 530.19%-407.5pp | 176.29%-53.6pp | 73.15%+49.5pp |
| Employer contribution / active EE | $1,900 | $2,471-23.1% | $3,680-48.4% | $2,343-18.9% |
| Participant deferral / active EE | $3,614 | $2,854+26.6% | $3,897-7.3% | $3,332+8.5% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |