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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,797 | $217,432-84.9% | $185,849-82.4% | $167,536-80.4% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.86% | 148.42%-128.6pp | 122.10%-102.2pp | 478.82%-459.0pp |
| Employer contribution / active EE | $11,547 | $5,875+96.6% | $5,169+123.4% | $4,839+138.6% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |