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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,341 | $176,688-10.9% | $130,660+20.4% | $152,897+2.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 42.07% | 2693.08%-2651.0pp | 1709.29%-1667.2pp | 345.43%-303.4pp |
| Employer contribution / active EE | $488 | $5,743-91.5% | $4,092-88.1% | $4,764-89.8% |
| Participant deferral / active EE | $488 | $4,362-88.8% | $3,603-86.5% | $5,851-91.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |