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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,211 | $96,678-79.1% | $86,640-76.7% | $139,466-85.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 12.85% | 106.69%-93.8pp | 592.52%-579.7pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,223 | $3,265-62.6% | $3,024-59.6% | $4,754-74.3% |
| Participant deferral / active EE | $1,720 | $4,837-64.4% | $4,438-61.2% | $6,712-74.4% |
| Admin fee / account holder | $2 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |