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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,661 | $102,938-19.7% | $94,105-12.2% | $138,895-40.5% |
| Participation rate | 88.9% | 74.6%+14.2pp | 71.9%+16.9pp | 79.9%+9.0pp |
| Annual return | 14.58% | 250.28%-235.7pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $8,930 | $2,732+226.9% | $2,504+256.6% | $4,194+112.9% |
| Participant deferral / active EE | $7,478 | $4,196+78.2% | $3,881+92.7% | $6,396+16.9% |
| Admin fee / account holder | $241 | $6,600-96.4% | $6,199-96.1% | $12,562-98.1% |