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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,367 | $217,432-86.5% | $185,849-84.2% | $167,536-82.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 52.07% | 148.42%-96.3pp | 122.10%-70.0pp | 478.82%-426.7pp |
| Employer contribution / active EE | $8,218 | $5,875+39.9% | $5,169+59.0% | $4,839+69.8% |
| Participant deferral / active EE | $5,638 | $6,357-11.3% | $5,569+1.2% | $6,342-11.1% |
| Admin fee / account holder | $182 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |