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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,443 | $102,393-72.2% | $147,041-80.7% | $80,911-64.8% |
| Participation rate | 72.9% | 75.9%-2.9pp | 82.2%-9.3pp | 67.6%+5.3pp |
| Annual return | 156.50% | 134.95%+21.6pp | 419.21%-262.7pp | 35.63%+120.9pp |
| Employer contribution / active EE | $4,254 | $3,715+14.5% | $4,935-13.8% | $2,756+54.4% |
| Participant deferral / active EE | $7,774 | $6,647+16.9% | $8,071-3.7% | $4,297+80.9% |
| Admin fee / account holder | $68 | $7,943-99.1% | $13,006-99.5% | $6,935-99.0% |