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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,937 | $105,200+32.1% | $159,474-12.9% | $85,847+61.8% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 13.23% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,855 | $5,946-18.4% | $7,353-34.0% | $3,952+22.8% |
| Admin fee / account holder | $91 | $6,934-98.7% | $10,802-99.2% | $6,261-98.5% |