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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,176 | $144,130-37.4% | $117,861-23.5% | $147,586-38.9% |
| Participation rate | 70.8% | 83.4%-12.6pp | 79.7%-8.8pp | 82.8%-12.0pp |
| Annual return | 28.74% | 531.20%-502.5pp | 335.11%-306.4pp | 578.59%-549.9pp |
| Employer contribution / active EE | $2,317 | $4,897-52.7% | $3,786-38.8% | $4,876-52.5% |
| Participant deferral / active EE | $4,623 | $5,316-13.0% | $4,482+3.1% | $5,439-15.0% |
| Admin fee / account holder | $189 | $10,887-98.3% | $8,021-97.6% | $10,886-98.3% |