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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,621 | $175,259-88.8% | $149,723-86.9% | $139,487-85.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.94% | 166.82%-146.9pp | 134.50%-114.6pp | 373.84%-353.9pp |
| Employer contribution / active EE | $10,138 | $5,478+85.1% | $4,821+110.3% | $4,755+113.2% |
| Participant deferral / active EE | $5,932 | $6,522-9.0% | $5,682+4.4% | $6,713-11.6% |
| Admin fee / account holder | $142 | $16,158-99.1% | $13,215-98.9% | $11,407-98.8% |