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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,513 | $114,130-67.1% | $96,192-61.0% | $167,553-77.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 17.50% | 190.07%-172.6pp | 192.09%-174.6pp | 478.89%-461.4pp |
| Employer contribution / active EE | $3,335 | $3,431-2.8% | $2,799+19.1% | $4,840-31.1% |
| Participant deferral / active EE | $5,985 | $5,198+15.1% | $4,351+37.6% | $6,343-5.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |