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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,808 | $159,978-27.6% | $147,041-21.2% | $145,978-20.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.08% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,079 | $5,288-41.8% | $4,935-37.6% | $4,662-33.9% |
| Participant deferral / active EE | $11,025 | $8,429+30.8% | $8,071+36.6% | $6,690+64.8% |
| Admin fee / account holder | $116 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |