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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,759 | $184,000-78.9% | $162,185-76.1% | $152,909-74.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 31.80% | 150.80%-119.0pp | 115.61%-83.8pp | 345.46%-313.7pp |
| Employer contribution / active EE | $2,793 | $6,370-56.2% | $5,613-50.2% | $4,764-41.4% |
| Participant deferral / active EE | $6,792 | $8,033-15.4% | $7,297-6.9% | $5,851+16.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |