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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,615 | $112,935-26.8% | $90,970-9.2% | $158,966-48.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 94.27% | 215.79%-121.5pp | 134.58%-40.3pp | 302.95%-208.7pp |
| Employer contribution / active EE | $1,098 | $2,895-62.1% | $2,122-48.3% | $4,762-77.0% |
| Participant deferral / active EE | $1,476 | $4,129-64.2% | $3,373-56.2% | $5,983-75.3% |
| Admin fee / account holder | $18 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |