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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,612 | $106,008-15.5% | $92,240-2.8% | $147,586-39.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 14.05% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,854 | $4,333-11.1% | $3,680+4.7% | $4,876-21.0% |
| Participant deferral / active EE | $2,160 | $4,478-51.8% | $3,897-44.6% | $5,439-60.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |