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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,933 | $175,259-53.3% | $149,723-45.3% | $139,487-41.3% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 25.01% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.8pp |
| Employer contribution / active EE | $3,978 | $5,478-27.4% | $4,821-17.5% | $4,755-16.3% |
| Participant deferral / active EE | $5,754 | $6,522-11.8% | $5,682+1.3% | $6,713-14.3% |
| Admin fee / account holder | $122 | $16,158-99.2% | $13,215-99.1% | $11,407-98.9% |