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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,879 | $114,073-24.7% | $96,161-10.7% | $167,518-48.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 23.10% | 189.95%-166.9pp | 192.01%-168.9pp | 478.71%-455.6pp |
| Employer contribution / active EE | $1,107 | $3,428-67.7% | $2,798-60.5% | $4,838-77.1% |
| Participant deferral / active EE | $7,288 | $5,195+40.3% | $4,349+67.6% | $6,342+14.9% |
| Admin fee / account holder | $55 | $6,899-99.2% | $5,538-99.0% | $12,312-99.6% |