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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,258 | $106,005-43.2% | $92,239-34.7% | $147,585-59.2% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 23.43% | 50.05%-26.6pp | 176.29%-152.9pp | 578.58%-555.2pp |
| Employer contribution / active EE | $2,540 | $4,333-41.4% | $3,680-31.0% | $4,876-47.9% |
| Participant deferral / active EE | $5,634 | $4,478+25.8% | $3,897+44.6% | $5,439+3.6% |
| Admin fee / account holder | -$144 | $6,333-102.3% | $5,194-102.8% | $10,886-101.3% |