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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,251 | $150,197-86.5% | $120,368-83.2% | $145,959-86.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 17.92% | 154.26%-136.3pp | 107.26%-89.3pp | 561.95%-544.0pp |
| Employer contribution / active EE | $1,720 | $4,350-60.5% | $3,465-50.3% | $4,661-63.1% |
| Participant deferral / active EE | $3,185 | $6,174-48.4% | $4,991-36.2% | $6,689-52.4% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |