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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,602 | $114,093-66.2% | $96,171-59.9% | $167,536-77.0% |
| Participation rate | 76.9% | 75.1%+1.9pp | 68.4%+8.5pp | 82.1%-5.2pp |
| Annual return | 23.10% | 190.00%-166.9pp | 192.04%-168.9pp | 478.82%-455.7pp |
| Employer contribution / active EE | $3,627 | $3,429+5.8% | $2,799+29.6% | $4,839-25.0% |
| Participant deferral / active EE | $6,911 | $5,197+33.0% | $4,350+58.9% | $6,342+9.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |