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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,624 | $144,130-43.4% | $117,861-30.7% | $147,586-44.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 24.24% | 531.20%-507.0pp | 335.11%-310.9pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,894 | $4,897-61.3% | $3,786-50.0% | $4,876-61.2% |
| Participant deferral / active EE | $2,905 | $5,316-45.4% | $4,482-35.2% | $5,439-46.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |