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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,407 | $160,028-69.1% | $147,080-66.4% | $145,884-66.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 34.89% | 98.60%-63.7pp | 420.17%-385.3pp | 551.85%-517.0pp |
| Employer contribution / active EE | $2,414 | $5,286-54.3% | $4,933-51.1% | $4,662-48.2% |
| Participant deferral / active EE | $5,499 | $8,422-34.7% | $8,066-31.8% | $6,690-17.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |