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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,992 | $88,778-73.0% | $81,844-70.7% | $145,884-83.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 16.25% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,626 | $3,087+49.9% | $2,916+58.6% | $4,662-0.8% |
| Participant deferral / active EE | $7,188 | $4,648+54.6% | $4,323+66.3% | $6,690+7.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |