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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,622 | $102,978-21.7% | $90,287-10.7% | $152,870-47.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 41.30% | 95.17%-53.9pp | 78.10%-36.8pp | 345.34%-304.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,260 | $4,281-70.6% | $3,885-67.6% | $5,850-78.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |