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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,628 | $176,120-58.8% | $159,487-54.5% | $167,553-56.7% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.70% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $3,145 | $5,299-40.7% | $4,831-34.9% | $4,840-35.0% |
| Participant deferral / active EE | $8,390 | $7,752+8.2% | $7,354+14.1% | $6,343+32.3% |
| Admin fee / account holder | $52 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |