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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,219 | $160,040-78.6% | $147,096-76.7% | $145,877-76.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 130.85% | 98.49%+32.4pp | 419.75%-288.9pp | 551.28%-420.4pp |
| Employer contribution / active EE | $1,301 | $5,289-75.4% | $4,936-73.6% | $4,663-72.1% |
| Participant deferral / active EE | $7,145 | $8,429-15.2% | $8,071-11.5% | $6,691+6.8% |
| Admin fee / account holder | $240 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |