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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,822 | $96,678-75.4% | $86,640-72.5% | $139,466-82.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 20.69% | 106.69%-86.0pp | 592.52%-571.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,518 | $3,265-53.5% | $3,024-49.8% | $4,754-68.1% |
| Participant deferral / active EE | $6,716 | $4,837+38.9% | $4,438+51.3% | $6,712+0.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |