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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,929 | $144,130-14.0% | $117,861+5.1% | $147,586-16.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 10.73% | 531.20%-520.5pp | 335.11%-324.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,476 | $4,897-69.9% | $3,786-61.0% | $4,876-69.7% |
| Participant deferral / active EE | $3,515 | $5,316-33.9% | $4,482-21.6% | $5,439-35.4% |
| Admin fee / account holder | $148 | $10,887-98.6% | $8,021-98.2% | $10,886-98.6% |