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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,468 | $217,432-68.5% | $185,849-63.2% | $167,536-59.1% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.91% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,905 | $6,357-38.6% | $5,569-29.9% | $6,342-38.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |