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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,640 | $160,070-57.7% | $147,117-54.0% | $145,897-53.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.09% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,374 | $5,285-55.1% | $4,932-51.9% | $4,663-49.1% |
| Participant deferral / active EE | $9,036 | $8,419+7.3% | $8,065+12.0% | $6,689+35.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |