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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,209 | $217,432-42.4% | $185,849-32.6% | $167,536-25.3% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 14.67% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,619 | $5,875-72.4% | $5,169-68.7% | $4,839-66.5% |
| Participant deferral / active EE | $4,399 | $6,357-30.8% | $5,569-21.0% | $6,342-30.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |