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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,154 | $198,457-74.7% | $170,435-70.6% | $147,586-66.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.44% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $8,565 | $6,183+38.5% | $5,432+57.7% | $4,876+75.6% |
| Participant deferral / active EE | $4,514 | $5,629-19.8% | $4,939-8.6% | $5,439-17.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |