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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,770 | $111,785-9.9% | $93,669+7.6% | $145,877-30.9% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.06% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,488 | $3,096-51.9% | $2,424-38.6% | $4,663-68.1% |
| Participant deferral / active EE | $5,124 | $4,919+4.2% | $4,416+16.0% | $6,691-23.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |