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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,626 | $112,121-26.3% | $95,960-13.9% | $158,966-48.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 58.31% | 171.16%-112.9pp | 91.63%-33.3pp | 302.95%-244.6pp |
| Employer contribution / active EE | $2,349 | $3,199-26.6% | $2,541-7.6% | $4,762-50.7% |
| Participant deferral / active EE | $4,674 | $4,784-2.3% | $4,167+12.2% | $5,983-21.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |