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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,320 | $150,412-85.2% | $120,574-81.5% | $145,884-84.7% |
| Participation rate | 92.3% | 78.8%+13.5pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 19.15% | 154.50%-135.4pp | 107.42%-88.3pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,196 | $4,355-49.6% | $3,471-36.7% | $4,662-52.9% |
| Participant deferral / active EE | $3,553 | $6,175-42.5% | $4,996-28.9% | $6,690-46.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |