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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,476 | $105,200-14.9% | $159,474-43.9% | $85,847+4.2% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.8%+7.9pp | 69.3%+21.5pp |
| Annual return | 119.68% | 45.08%+74.6pp | 263.68%-144.0pp | 318.61%-198.9pp |
| Employer contribution / active EE | $739 | $3,319-77.7% | $4,831-84.7% | $2,565-71.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $193 | $6,934-97.2% | $10,802-98.2% | $6,261-96.9% |