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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,358 | $217,432-83.7% | $185,849-81.0% | $167,536-78.9% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 97.13% | 148.42%-51.3pp | 122.10%-25.0pp | 478.82%-381.7pp |
| Employer contribution / active EE | $1,388 | $5,875-76.4% | $5,169-73.1% | $4,839-71.3% |
| Participant deferral / active EE | $4,098 | $6,357-35.5% | $5,569-26.4% | $6,342-35.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |