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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,197 | $175,257-70.8% | $149,717-65.8% | $139,456-63.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.72% | 166.70%-145.0pp | 134.41%-112.7pp | 373.45%-351.7pp |
| Employer contribution / active EE | $3,297 | $5,477-39.8% | $4,820-31.6% | $4,753-30.6% |
| Participant deferral / active EE | $10,037 | $6,521+53.9% | $5,682+76.7% | $6,711+49.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |