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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,769 | $123,859-77.6% | $69,632-60.1% | $145,897-81.0% |
| Participation rate | 70.0% | 69.2%+0.8pp | 66.4%+3.6pp | 80.3%-10.3pp |
| Annual return | 16.84% | 192.49%-175.6pp | 101.32%-84.5pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,197 | $2,673-17.8% | $1,708+28.6% | $4,663-52.9% |
| Participant deferral / active EE | $5,087 | $4,242+19.9% | $2,889+76.1% | $6,689-24.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |