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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,796 | $103,038-81.8% | $90,324-79.2% | $152,909-87.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 57.46% | 95.25%-37.8pp | 78.15%-20.7pp | 345.46%-288.0pp |
| Employer contribution / active EE | $2,882 | $3,141-8.2% | $2,856+0.9% | $4,764-39.5% |
| Participant deferral / active EE | $10,845 | $4,282+153.3% | $3,885+179.1% | $5,851+85.3% |
| Admin fee / account holder | $75 | $6,177-98.8% | $5,356-98.6% | $11,601-99.4% |