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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $108,685-51.5% | $74,719-29.5% | $152,885-65.5% |
| Participation rate | 76.9% | 65.3%+11.6pp | 54.5%+22.5pp | 82.5%-5.5pp |
| Annual return | 19.04% | 114.09%-95.1pp | 753.05%-734.0pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,388 | $1,504+58.8% | $1,084+120.3% | $4,763-49.9% |
| Participant deferral / active EE | $2,178 | $2,712-19.7% | $1,963+10.9% | $5,851-62.8% |
| Admin fee / account holder | $206 | $4,905-95.8% | $3,334-93.8% | $11,598-98.2% |