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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,387 | $112,935-10.2% | $90,970+11.5% | $158,966-36.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 51.73% | 215.79%-164.1pp | 134.58%-82.9pp | 302.95%-251.2pp |
| Employer contribution / active EE | $1,385 | $2,895-52.2% | $2,122-34.8% | $4,762-70.9% |
| Participant deferral / active EE | $10,787 | $4,129+161.3% | $3,373+219.8% | $5,983+80.3% |
| Admin fee / account holder | $15 | $8,045-99.8% | $5,960-99.7% | $11,250-99.9% |