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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,038 | $183,516-83.6% | $155,534-80.7% | $145,884-79.4% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 98.25% | 61.43%+36.8pp | 64.92%+33.3pp | 551.85%-453.6pp |
| Employer contribution / active EE | $5,727 | $5,315+7.8% | $4,675+22.5% | $4,662+22.8% |
| Participant deferral / active EE | $4,017 | $6,467-37.9% | $5,630-28.7% | $6,690-39.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |