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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,795 | $111,878-34.0% | $93,727-21.3% | $145,897-49.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.21% | 204.28%-189.1pp | 133.83%-118.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,971 | $3,092-3.9% | $2,421+22.7% | $4,663-36.3% |
| Participant deferral / active EE | $5,007 | $4,920+1.8% | $4,417+13.3% | $6,689-25.2% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |