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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,216 | $144,130-39.5% | $117,861-26.0% | $147,586-40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 64.79% | 531.20%-466.4pp | 335.11%-270.3pp | 578.59%-513.8pp |
| Employer contribution / active EE | $1,821 | $4,897-62.8% | $3,786-51.9% | $4,876-62.7% |
| Participant deferral / active EE | $4,487 | $5,316-15.6% | $4,482+0.1% | $5,439-17.5% |
| Admin fee / account holder | $199 | $10,887-98.2% | $8,021-97.5% | $10,886-98.2% |