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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,867 | $99,011-69.8% | $86,582-65.5% | $147,586-79.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.55% | 1312.75%-1296.2pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,260 | $3,132-27.9% | $2,839-20.4% | $4,876-53.7% |
| Participant deferral / active EE | $5,406 | $3,972+36.1% | $3,609+49.8% | $5,439-0.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |