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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,221 | $102,385-19.7% | $147,080-44.1% | $80,935+1.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 18.20% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $5,956 | $3,717+60.2% | $4,933+20.7% | $2,757+116.0% |
| Participant deferral / active EE | $3,919 | $6,651-41.1% | $8,066-51.4% | $4,299-8.8% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |