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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,919 | $157,296-66.4% | $141,191-62.5% | $152,897-65.4% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 59.14% | 64.34%-5.2pp | 71.41%-12.3pp | 345.43%-286.3pp |
| Employer contribution / active EE | $2,019 | $5,262-61.6% | $4,736-57.4% | $4,764-57.6% |
| Participant deferral / active EE | $4,371 | $7,111-38.5% | $6,710-34.9% | $5,851-25.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |