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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,586 | $107,363-75.2% | $92,909-71.4% | $152,897-82.6% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 31.81% | 145.63%-113.8pp | 109.44%-77.6pp | 345.43%-313.6pp |
| Employer contribution / active EE | $3,589 | $4,222-15.0% | $3,653-1.8% | $4,764-24.7% |
| Participant deferral / active EE | $5,849 | $4,848+20.7% | $4,238+38.0% | $5,8510% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |