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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,516 | $217,432-83.7% | $185,849-80.9% | $167,536-78.8% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 28.69% | 148.42%-119.7pp | 122.10%-93.4pp | 478.82%-450.1pp |
| Employer contribution / active EE | $4,516 | $5,875-23.1% | $5,169-12.6% | $4,839-6.7% |
| Participant deferral / active EE | $7,011 | $6,357+10.3% | $5,569+25.9% | $6,342+10.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |