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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,317 | $176,120-29.4% | $159,487-22.1% | $167,553-25.8% |
| Participation rate | 90.5% | 85.0%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 18.94% | 331.95%-313.0pp | 263.71%-244.8pp | 478.89%-460.0pp |
| Employer contribution / active EE | $2,520 | $5,299-52.4% | $4,831-47.8% | $4,840-47.9% |
| Participant deferral / active EE | $9,465 | $7,752+22.1% | $7,354+28.7% | $6,343+49.2% |
| Admin fee / account holder | $121 | $12,561-99.0% | $10,804-98.9% | $12,316-99.0% |