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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,341 | $107,941-19.1% | $91,994-5.1% | $152,897-42.9% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.5%-9.7pp |
| Annual return | 51.37% | 89.28%-37.9pp | 69.04%-17.7pp | 345.43%-294.1pp |
| Employer contribution / active EE | $3,586 | $4,212-14.8% | $3,453+3.9% | $4,764-24.7% |
| Participant deferral / active EE | $10,461 | $6,366+64.3% | $5,924+76.6% | $5,851+78.8% |
| Admin fee / account holder | $98 | $10,521-99.1% | $7,744-98.7% | $11,599-99.2% |