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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,213 | $106,008-30.0% | $92,240-19.5% | $147,586-49.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.98% | 50.05%-29.1pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $846 | $4,333-80.5% | $3,680-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $2,483 | $4,478-44.6% | $3,897-36.3% | $5,439-54.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |