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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $100,895-49.2% | $90,430-43.3% | $158,950-67.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 78.19% | 1725.54%-1647.4pp | 1293.73%-1215.5pp | 302.91%-224.7pp |
| Employer contribution / active EE | $750 | $3,689-79.7% | $3,262-77.0% | $4,762-84.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |