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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,896 | $112,933-68.2% | $90,970-60.5% | $158,982-77.4% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 17.76% | 215.82%-198.1pp | 134.60%-116.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $9,338 | $2,893+222.8% | $2,122+340.1% | $4,763+96.1% |
| Participant deferral / active EE | $2,353 | $4,128-43.0% | $3,373-30.2% | $5,983-60.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |