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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,280 | $99,009-70.4% | $86,581-66.2% | $147,585-80.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 12.89% | 1312.70%-1299.8pp | 965.06%-952.2pp | 578.58%-565.7pp |
| Employer contribution / active EE | $3,116 | $3,132-0.5% | $2,840+9.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,613 | $3,972+16.1% | $3,609+27.8% | $5,439-15.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |