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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,467 | $156,963-81.2% | $121,204-75.7% | $139,466-78.9% |
| Participation rate | 78.9% | 76.5%+2.5pp | 69.5%+9.4pp | 80.3%-1.4pp |
| Annual return | 24.26% | 1476.75%-1452.5pp | 987.18%-962.9pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,768 | $5,544-68.1% | $4,170-57.6% | $4,754-62.8% |
| Participant deferral / active EE | $3,906 | $4,848-19.4% | $4,083-4.3% | $6,712-41.8% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |