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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,813 | $107,363-72.2% | $92,909-67.9% | $152,897-80.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 32.96% | 145.63%-112.7pp | 109.44%-76.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $12,023 | $4,222+184.8% | $3,653+229.1% | $4,764+152.4% |
| Participant deferral / active EE | $3,258 | $4,848-32.8% | $4,238-23.1% | $5,851-44.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |