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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,769 | $123,750-77.6% | $69,611-60.1% | $145,877-81.0% |
| Participation rate | 70.0% | 69.2%+0.8pp | 66.4%+3.6pp | 80.3%-10.3pp |
| Annual return | 16.84% | 192.03%-175.2pp | 101.14%-84.3pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,197 | $2,672-17.8% | $1,709+28.6% | $4,663-52.9% |
| Participant deferral / active EE | $5,087 | $4,243+19.9% | $2,891+76.0% | $6,691-24.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |