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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,328 | $106,008-3.5% | $92,240+10.9% | $147,586-30.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.92% | 50.05%-29.1pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,514 | $4,333-65.1% | $3,680-58.9% | $4,876-68.9% |
| Participant deferral / active EE | $7,524 | $4,478+68.0% | $3,897+93.1% | $5,439+38.3% |
| Admin fee / account holder | $3 | $6,333-100.0% | $5,194-99.9% | $10,886-100.0% |