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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,353 | $150,435-74.5% | $120,580-68.2% | $145,897-73.7% |
| Participation rate | 71.4% | 78.8%-7.4pp | 72.0%-0.5pp | 80.3%-8.9pp |
| Annual return | 13.48% | 154.60%-141.1pp | 107.48%-94.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,928 | $4,352-9.7% | $3,469+13.2% | $4,663-15.8% |
| Participant deferral / active EE | $8,049 | $6,174+30.4% | $4,995+61.1% | $6,689+20.3% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |