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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,525 | $96,643-12.5% | $86,617-2.4% | $139,456-39.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.01% | 106.57%-92.6pp | 591.91%-577.9pp | 373.45%-359.4pp |
| Employer contribution / active EE | $3,214 | $3,264-1.5% | $3,023+6.3% | $4,753-32.4% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $150 | $6,406-97.7% | $5,613-97.3% | $11,407-98.7% |