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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,577 | $183,988-44.8% | $162,177-37.4% | $152,897-33.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.5%-5.5pp |
| Annual return | 27.28% | 150.79%-123.5pp | 115.60%-88.3pp | 345.43%-318.1pp |
| Employer contribution / active EE | $3,750 | $6,370-41.1% | $5,613-33.2% | $4,764-21.3% |
| Participant deferral / active EE | $6,411 | $8,032-20.2% | $7,297-12.1% | $5,851+9.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |