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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,913 | $175,231-59.5% | $149,696-52.6% | $139,466-49.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.69% | 166.77%-150.1pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,908 | $5,478-65.2% | $4,821-60.4% | $4,754-59.9% |
| Participant deferral / active EE | $3,648 | $6,521-44.1% | $5,682-35.8% | $6,712-45.6% |
| Admin fee / account holder | $1 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |