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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,003 | $226,105-81.4% | $182,540-77.0% | $152,897-72.5% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.5%-6.0pp |
| Annual return | 43.13% | 192.58%-149.4pp | 148.58%-105.4pp | 345.43%-302.3pp |
| Employer contribution / active EE | $1,413 | $4,978-71.6% | $4,076-65.3% | $4,764-70.3% |
| Participant deferral / active EE | $7,477 | $6,370+17.4% | $5,525+35.3% | $5,851+27.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |