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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,658 | $226,105-74.9% | $182,540-69.0% | $152,897-62.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 21.17% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $11,259 | $4,978+126.2% | $4,076+176.2% | $4,764+136.4% |
| Participant deferral / active EE | $8,166 | $6,370+28.2% | $5,525+47.8% | $5,851+39.6% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |