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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,741 | $135,645-76.6% | $110,243-71.2% | $135,379-76.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 65.79% | 513.24%-447.4pp | 314.76%-249.0pp | 519.79%-454.0pp |
| Employer contribution / active EE | $6,115 | $4,907+24.6% | $3,827+59.8% | $4,779+28.0% |
| Participant deferral / active EE | $6,115 | $5,507+11.0% | $4,672+30.9% | $5,609+9.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |