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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,813 | $84,713-73.1% | $75,717-69.9% | $167,518-86.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.8%+17.5pp | 82.1%+10.2pp |
| Annual return | 34.23% | 199.49%-165.3pp | 104.58%-70.4pp | 478.71%-444.5pp |
| Employer contribution / active EE | $3,359 | $3,229+4.0% | $2,743+22.5% | $4,838-30.6% |
| Participant deferral / active EE | $3,789 | $4,578-17.2% | $3,821-0.8% | $6,342-40.3% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |