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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,022 | $125,237-76.8% | $105,608-72.5% | $145,877-80.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 34.06% | 225.76%-191.7pp | 116.50%-82.4pp | 551.28%-517.2pp |
| Employer contribution / active EE | $4,037 | $3,720+8.5% | $3,167+27.5% | $4,663-13.4% |
| Participant deferral / active EE | $5,018 | $5,711-12.1% | $5,010+0.2% | $6,691-25.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |