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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,668 | $150,447-75.0% | $136,298-72.4% | $147,586-74.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 16.98% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,935 | $5,256-63.2% | $4,696-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $5,588 | $6,631-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $155 | $10,906-98.6% | $9,244-98.3% | $10,886-98.6% |