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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $105,160-75.2% | $94,679-72.5% | $139,456-81.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 52.42% | 38.04%+14.4pp | 156.75%-104.3pp | 373.45%-321.0pp |
| Employer contribution / active EE | $3,958 | $4,107-3.6% | $3,673+7.8% | $4,753-16.7% |
| Participant deferral / active EE | $11,167 | $7,599+47.0% | $7,417+50.5% | $6,711+66.4% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |