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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,796 | $104,953-81.1% | $84,637-76.6% | $152,909-87.1% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 39.11% | 373.94%-334.8pp | 258.82%-219.7pp | 345.46%-306.4pp |
| Employer contribution / active EE | $5,806 | $3,304+75.7% | $2,653+118.8% | $4,764+21.9% |
| Participant deferral / active EE | $5,602 | $4,691+19.4% | $3,900+43.6% | $5,851-4.3% |
| Admin fee / account holder | $246 | $6,244-96.1% | $4,914-95.0% | $11,601-97.9% |