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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,917 | $125,190-16.2% | $105,624-0.7% | $145,897-28.1% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 13.87% | 225.22%-211.3pp | 116.20%-102.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,176 | $5,716-44.4% | $5,013-36.6% | $6,689-52.5% |
| Admin fee / account holder | $149 | $17,138-99.1% | $10,961-98.6% | $13,390-98.9% |