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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,272 | $111,785-36.2% | $93,669-23.9% | $145,877-51.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 18.80% | 203.79%-185.0pp | 133.59%-114.8pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,042 | $3,096-66.4% | $2,424-57.0% | $4,663-77.7% |
| Participant deferral / active EE | $13,725 | $4,919+179.0% | $4,416+210.8% | $6,691+105.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |