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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,419 | $160,070-56.0% | $147,117-52.1% | $145,897-51.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 13.01% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $7,784 | $5,285+47.3% | $4,932+57.8% | $4,663+66.9% |
| Participant deferral / active EE | $6,635 | $8,419-21.2% | $8,065-17.7% | $6,689-0.8% |
| Admin fee / account holder | $86 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |