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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,733 | $96,691-2.0% | $86,656+9.3% | $139,487-32.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 13.29% | 106.87%-93.6pp | 593.09%-579.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $2,990 | $3,267-8.5% | $3,025-1.2% | $4,755-37.1% |
| Participant deferral / active EE | $2,990 | $4,838-38.2% | $4,439-32.6% | $6,713-55.5% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |