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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,956 | $150,346-56.1% | $120,524-45.3% | $145,877-54.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 20.17% | 154.40%-134.2pp | 107.36%-87.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,950 | $4,353-32.2% | $3,469-15.0% | $4,663-36.7% |
| Participant deferral / active EE | $12,350 | $6,172+100.1% | $4,994+147.3% | $6,691+84.6% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |