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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,418 | $226,105-89.2% | $182,540-86.6% | $152,897-84.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 34.97% | 192.58%-157.6pp | 148.58%-113.6pp | 345.43%-310.5pp |
| Employer contribution / active EE | $2,557 | $4,978-48.6% | $4,076-37.3% | $4,764-46.3% |
| Participant deferral / active EE | $9,637 | $6,370+51.3% | $5,525+74.4% | $5,851+64.7% |
| Admin fee / account holder | $292 | $10,706-97.3% | $8,593-96.6% | $11,599-97.5% |