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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,350 | $106,005-72.3% | $92,239-68.2% | $147,585-80.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 21.14% | 50.05%-28.9pp | 176.29%-155.2pp | 578.58%-557.4pp |
| Employer contribution / active EE | $11,137 | $4,333+157.0% | $3,680+202.7% | $4,876+128.4% |
| Participant deferral / active EE | $1,147 | $4,478-74.4% | $3,897-70.6% | $5,439-78.9% |
| Admin fee / account holder | $156 | $6,333-97.5% | $5,194-97.0% | $10,886-98.6% |