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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,482 | $138,102-35.9% | $125,381-29.4% | $134,532-34.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 2.81% | 750.73%-747.9pp | 572.31%-569.5pp | 418.27%-415.5pp |
| Employer contribution / active EE | $5,233 | $5,245-0.2% | $4,815+8.7% | $4,741+10.4% |
| Participant deferral / active EE | $10,875 | $7,801+39.4% | $7,448+46.0% | $6,401+69.9% |
| Admin fee / account holder | $288 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |