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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,111 | $106,008-42.4% | $92,240-33.7% | $147,586-58.6% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 20.70% | 50.05%-29.4pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,251 | $4,333-71.1% | $3,680-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,502 | $4,478-44.1% | $3,897-35.8% | $5,439-54.0% |
| Admin fee / account holder | $39 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |