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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,721 | $111,830-77.9% | $93,696-73.6% | $145,884-83.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 13.81% | 204.08%-190.3pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,560 | $3,093-49.6% | $2,422-35.6% | $4,662-66.5% |
| Participant deferral / active EE | $3,171 | $4,920-35.6% | $4,417-28.2% | $6,690-52.6% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |