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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,591 | $157,296-78.6% | $141,191-76.2% | $152,897-78.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 47.86% | 64.34%-16.5pp | 71.41%-23.5pp | 345.43%-297.6pp |
| Employer contribution / active EE | $15,205 | $5,262+188.9% | $4,736+221.1% | $4,764+219.2% |
| Participant deferral / active EE | $7,650 | $7,111+7.6% | $6,710+14.0% | $5,851+30.7% |
| Admin fee / account holder | $31 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |