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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,320 | $125,190-31.0% | $105,624-18.3% | $145,897-40.8% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 22.86% | 225.22%-202.4pp | 116.20%-93.3pp | 552.29%-529.4pp |
| Employer contribution / active EE | $7,935 | $3,720+113.3% | $3,168+150.5% | $4,663+70.2% |
| Participant deferral / active EE | $3,862 | $5,716-32.4% | $5,013-23.0% | $6,689-42.3% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |