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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,258 | $105,160-11.3% | $94,679-1.5% | $139,456-33.1% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 19.30% | 38.04%-18.7pp | 156.75%-137.5pp | 373.45%-354.2pp |
| Employer contribution / active EE | $3,293 | $4,107-19.8% | $3,673-10.3% | $4,753-30.7% |
| Participant deferral / active EE | $4,810 | $7,599-36.7% | $7,417-35.2% | $6,711-28.3% |
| Admin fee / account holder | $199 | $8,988-97.8% | $7,233-97.3% | $11,407-98.3% |