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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,782 | $144,130-77.3% | $117,861-72.2% | $147,586-77.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 13.39% | 531.20%-517.8pp | 335.11%-321.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $5,755 | $4,897+17.5% | $3,786+52.0% | $4,876+18.0% |
| Participant deferral / active EE | $3,089 | $5,316-41.9% | $4,482-31.1% | $5,439-43.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |