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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,108 | $209,422-41.2% | $178,503-31.0% | $158,982-22.6% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 16.49% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,428 | $5,707-75.0% | $5,011-71.5% | $4,763-70.0% |
| Participant deferral / active EE | $5,050 | $5,955-15.2% | $5,202-2.9% | $5,983-15.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |