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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,307 | $144,130-36.0% | $117,861-21.7% | $147,586-37.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 21.03% | 531.20%-510.2pp | 335.11%-314.1pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,769 | $4,897-43.5% | $3,786-26.9% | $4,876-43.2% |
| Participant deferral / active EE | $3,728 | $5,316-29.9% | $4,482-16.8% | $5,439-31.5% |
| Admin fee / account holder | $29 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |