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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,505 | $197,625-54.2% | $177,840-49.1% | $158,966-43.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,678 | $6,698-60.0% | $5,919-54.8% | $4,762-43.8% |
| Participant deferral / active EE | $7,888 | $8,405-6.1% | $7,714+2.3% | $5,983+31.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |