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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,067 | $183,516-83.1% | $155,534-80.0% | $145,884-78.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 29.94% | 61.43%-31.5pp | 64.92%-35.0pp | 551.85%-521.9pp |
| Employer contribution / active EE | $4,354 | $5,315-18.1% | $4,675-6.9% | $4,662-6.6% |
| Participant deferral / active EE | $5,455 | $6,467-15.7% | $5,630-3.1% | $6,690-18.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |