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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,390 | $157,270-83.9% | $141,173-82.0% | $152,870-83.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 50.35% | 64.33%-14.0pp | 71.40%-21.0pp | 345.34%-295.0pp |
| Employer contribution / active EE | $8,306 | $5,261+57.9% | $4,735+75.4% | $4,763+74.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |