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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,141 | $96,691-54.3% | $86,656-49.1% | $139,487-68.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 49.47% | 106.87%-57.4pp | 593.09%-543.6pp | 373.84%-324.4pp |
| Employer contribution / active EE | $1,689 | $3,267-48.3% | $3,025-44.2% | $4,755-64.5% |
| Participant deferral / active EE | $1,744 | $4,838-64.0% | $4,439-60.7% | $6,713-74.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |