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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,153 | $103,038-80.4% | $90,324-77.7% | $152,909-86.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 50.12% | 95.25%-45.1pp | 78.15%-28.0pp | 345.46%-295.3pp |
| Employer contribution / active EE | $4,152 | $3,141+32.2% | $2,856+45.4% | $4,764-12.8% |
| Participant deferral / active EE | $6,027 | $4,282+40.8% | $3,885+55.1% | $5,851+3.0% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |