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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,251 | $150,435-86.5% | $120,580-83.2% | $145,897-86.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 17.92% | 154.60%-136.7pp | 107.48%-89.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,720 | $4,352-60.5% | $3,469-50.4% | $4,663-63.1% |
| Participant deferral / active EE | $3,185 | $6,174-48.4% | $4,995-36.2% | $6,689-52.4% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |