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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,812 | $176,077-85.3% | $159,455-83.8% | $167,518-84.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 21.18% | 331.83%-310.7pp | 263.63%-242.4pp | 478.71%-457.5pp |
| Employer contribution / active EE | $3,168 | $5,298-40.2% | $4,830-34.4% | $4,838-34.5% |
| Participant deferral / active EE | $5,592 | $7,751-27.9% | $7,353-23.9% | $6,342-11.8% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |