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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,060 | $109,372-81.7% | $89,414-77.6% | $158,966-87.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 71.79% | 345.55%-273.8pp | 245.50%-173.7pp | 302.95%-231.2pp |
| Employer contribution / active EE | $1,305 | $3,171-58.8% | $2,586-49.5% | $4,762-72.6% |
| Participant deferral / active EE | $10,015 | $4,598+117.8% | $3,890+157.5% | $5,983+67.4% |
| Admin fee / account holder | $54 | $6,156-99.1% | $4,883-98.9% | $11,250-99.5% |