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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,989 | $138,076-76.1% | $123,553-73.3% | $135,380-75.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 50.56% | 153.70%-103.1pp | 119.21%-68.6pp | 519.81%-469.2pp |
| Employer contribution / active EE | $5,385 | $5,152+4.5% | $4,628+16.4% | $4,779+12.7% |
| Participant deferral / active EE | $5,510 | $6,800-19.0% | $6,426-14.3% | $5,609-1.8% |
| Admin fee / account holder | $126 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |