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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,390 | $157,304-83.9% | $141,197-82.0% | $152,909-83.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 50.35% | 64.34%-14.0pp | 71.41%-21.1pp | 345.46%-295.1pp |
| Employer contribution / active EE | $8,306 | $5,263+57.8% | $4,736+75.4% | $4,764+74.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |