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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,550 | $109,411-78.5% | $89,435-73.7% | $158,982-85.2% |
| Participation rate | 73.3% | 74.3%-0.9pp | 68.0%+5.3pp | 82.0%-8.6pp |
| Annual return | 17.92% | 345.68%-327.8pp | 245.55%-227.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,345 | $3,173-57.6% | $2,587-48.0% | $4,763-71.8% |
| Participant deferral / active EE | $3,373 | $4,600-26.7% | $3,890-13.3% | $5,983-43.6% |
| Admin fee / account holder | $4 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |