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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,981 | $107,363-8.7% | $92,909+5.5% | $152,897-35.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 19.96% | 145.63%-125.7pp | 109.44%-89.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,506 | $4,848-27.7% | $4,238-17.3% | $5,851-40.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |