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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,752 | $175,259-85.9% | $149,723-83.5% | $139,487-82.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 44.88% | 166.82%-121.9pp | 134.50%-89.6pp | 373.84%-329.0pp |
| Employer contribution / active EE | $4,286 | $5,478-21.8% | $4,821-11.1% | $4,755-9.9% |
| Participant deferral / active EE | $7,416 | $6,522+13.7% | $5,682+30.5% | $6,713+10.5% |
| Admin fee / account holder | $146 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |