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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,072 | $138,072-83.3% | $123,549-81.3% | $135,382-83.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 230.46% | 153.69%+76.8pp | 119.20%+111.3pp | 519.77%-289.3pp |
| Employer contribution / active EE | $3,413 | $5,152-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $9,793 | $6,799+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |