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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,661 | $112,933-77.3% | $90,970-71.8% | $158,982-83.9% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 20.68% | 215.82%-195.1pp | 134.60%-113.9pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,847 | $2,893-36.2% | $2,122-13.0% | $4,763-61.2% |
| Participant deferral / active EE | $4,575 | $4,128+10.8% | $3,373+35.6% | $5,983-23.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |