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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,932 | $110,551-62.1% | $80,741-48.1% | $167,518-75.0% |
| Participation rate | 72.7% | 64.0%+8.8pp | 54.2%+18.6pp | 82.1%-9.4pp |
| Annual return | 39.64% | 120.57%-80.9pp | 87.30%-47.7pp | 478.71%-439.1pp |
| Employer contribution / active EE | $1,494 | $1,543-3.1% | $1,160+28.8% | $4,838-69.1% |
| Participant deferral / active EE | $3,199 | $2,870+11.5% | $2,145+49.1% | $6,342-49.6% |
| Admin fee / account holder | $234 | $4,547-94.9% | $3,380-93.1% | $12,312-98.1% |