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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,482 | $106,008-25.0% | $92,240-13.8% | $147,586-46.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 16.50% | 50.05%-33.5pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,798 | $4,333-58.5% | $3,680-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $3,642 | $4,478-18.7% | $3,897-6.5% | $5,439-33.0% |
| Admin fee / account holder | $272 | $6,333-95.7% | $5,194-94.8% | $10,886-97.5% |