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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,116 | $115,814-50.7% | $101,275-43.6% | $158,982-64.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 120.52% | 56.16%+64.4pp | 46.48%+74.0pp | 302.99%-182.5pp |
| Employer contribution / active EE | $2,057 | $4,176-50.7% | $3,660-43.8% | $4,763-56.8% |
| Participant deferral / active EE | $2,221 | $4,958-55.2% | $4,371-49.2% | $5,983-62.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |