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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,933 | $106,008-62.3% | $92,240-56.7% | $147,586-72.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.93% | 50.05%-29.1pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $3,410 | $4,333-21.3% | $3,680-7.3% | $4,876-30.1% |
| Participant deferral / active EE | $8,556 | $4,478+91.1% | $3,897+119.6% | $5,439+57.3% |
| Admin fee / account holder | $142 | $6,333-97.8% | $5,194-97.3% | $10,886-98.7% |