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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,320 | $150,346-85.2% | $120,524-81.5% | $145,877-84.7% |
| Participation rate | 92.3% | 78.8%+13.5pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 19.15% | 154.40%-135.3pp | 107.36%-88.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,196 | $4,353-49.6% | $3,469-36.7% | $4,663-52.9% |
| Participant deferral / active EE | $3,553 | $6,172-42.4% | $4,994-28.8% | $6,691-46.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |