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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,291 | $82,674-62.2% | $125,363-75.0% | $68,495-54.3% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | 75.39% | -5.97%+81.4pp | 572.15%-496.8pp | -7.84%+83.2pp |
| Employer contribution / active EE | $4,280 | $3,382+26.6% | $4,815-11.1% | $2,596+64.9% |
| Participant deferral / active EE | $7,455 | $6,111+22.0% | $7,447+0.1% | $4,028+85.1% |
| Admin fee / account holder | $223 | $6,276-96.4% | $10,005-97.8% | $5,403-95.9% |