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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,963 | $106,005-73.6% | $92,239-69.7% | $147,585-81.1% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 11.44% | 50.05%-38.6pp | 176.29%-164.8pp | 578.58%-567.1pp |
| Employer contribution / active EE | $1,905 | $4,333-56.0% | $3,680-48.2% | $4,876-60.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $58 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |