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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,321 | $227,597-65.1% | $189,575-58.2% | $167,536-52.7% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 22.61% | 78.44%-55.8pp | 64.19%-41.6pp | 478.82%-456.2pp |
| Employer contribution / active EE | $2,839 | $5,316-46.6% | $4,412-35.6% | $4,839-41.3% |
| Participant deferral / active EE | $3,703 | $7,002-47.1% | $6,174-40.0% | $6,342-41.6% |
| Admin fee / account holder | $5 | $11,877-100.0% | $9,806-99.9% | $12,315-100.0% |