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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,092 | $228,395-87.3% | $185,861-84.3% | $158,982-81.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 92.95% | 40.82%+52.1pp | 35.96%+57.0pp | 302.99%-210.0pp |
| Employer contribution / active EE | $4,011 | $4,968-19.3% | $4,088-1.9% | $4,763-15.8% |
| Participant deferral / active EE | $9,822 | $6,417+53.1% | $5,634+74.3% | $5,983+64.1% |
| Admin fee / account holder | $131 | $11,869-98.9% | $9,503-98.6% | $11,252-98.8% |