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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,020 | $162,529-77.8% | $130,788-72.5% | $154,746-76.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 34.80% | 510.48%-475.7pp | 386.44%-351.6pp | 172.34%-137.5pp |
| Employer contribution / active EE | $1,890 | $4,447-57.5% | $3,558-46.9% | $4,379-56.8% |
| Participant deferral / active EE | $3,673 | $4,808-23.6% | $4,137-11.2% | $6,730-45.4% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |