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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,727 | $175,259-66.5% | $149,723-60.8% | $139,487-57.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.47% | 166.82%-147.4pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $2,247 | $5,478-59.0% | $4,821-53.4% | $4,755-52.7% |
| Participant deferral / active EE | $5,062 | $6,522-22.4% | $5,682-10.9% | $6,713-24.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |