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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,773 | $149,040-86.7% | $120,225-83.6% | $137,256-85.6% |
| Participation rate | 72.2% | 75.4%-3.2pp | 69.6%+2.6pp | 80.0%-7.7pp |
| Annual return | 21.61% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,623 | $4,350-39.7% | $3,475-24.5% | $4,156-36.9% |
| Participant deferral / active EE | $4,736 | $4,655+1.7% | $3,999+18.4% | $6,407-26.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |