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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,014 | $110,093-63.7% | $97,295-58.9% | $145,897-72.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.94% | 244.76%-228.8pp | 75.62%-59.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $4,167 | $3,077+35.4% | $2,723+53.0% | $4,663-10.6% |
| Participant deferral / active EE | $11,500 | $4,678+145.8% | $4,264+169.7% | $6,689+71.9% |
| Admin fee / account holder | $18 | $6,212-99.7% | $5,646-99.7% | $13,390-99.9% |