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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,770 | $111,814-9.9% | $93,654+7.6% | $145,959-31.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.06% | 203.30%-193.2pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,488 | $3,092-51.9% | $2,421-38.5% | $4,661-68.1% |
| Participant deferral / active EE | $5,124 | $4,914+4.3% | $4,413+16.1% | $6,689-23.4% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |