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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,017 | $96,678+11.7% | $86,640+24.7% | $139,466-22.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 15.43% | 106.69%-91.3pp | 592.52%-577.1pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,796 | $3,265-14.4% | $3,024-7.5% | $4,754-41.2% |
| Participant deferral / active EE | $4,282 | $4,837-11.5% | $4,438-3.5% | $6,712-36.2% |
| Admin fee / account holder | $48 | $6,410-99.3% | $5,616-99.1% | $11,409-99.6% |