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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,998 | $106,557-73.7% | $91,227-69.3% | $134,545-79.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | 6.19% | 160.81%-154.6pp | 114.14%-108.0pp | 418.37%-412.2pp |
| Employer contribution / active EE | $3,989 | $3,332+19.7% | $2,851+39.9% | $4,742-15.9% |
| Participant deferral / active EE | $8,687 | $4,719+84.1% | $4,234+105.2% | $6,401+35.7% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |