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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,661 | $112,892-77.3% | $90,956-71.8% | $158,931-83.9% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 20.68% | 215.80%-195.1pp | 134.60%-113.9pp | 302.86%-282.2pp |
| Employer contribution / active EE | $1,847 | $2,893-36.2% | $2,122-13.0% | $4,761-61.2% |
| Participant deferral / active EE | $4,575 | $4,127+10.9% | $3,373+35.7% | $5,982-23.5% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |