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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $159,934-72.5% | $147,005-70.0% | $145,959-69.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $8,238 | $5,287+55.8% | $4,934+66.9% | $4,661+76.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |