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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,770 | $175,257-1.4% | $149,717+15.4% | $139,456+23.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.61% | 166.70%-147.1pp | 134.41%-114.8pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,301 | $5,477-39.7% | $4,820-31.5% | $4,753-30.5% |
| Participant deferral / active EE | $8,917 | $6,521+36.7% | $5,682+56.9% | $6,711+32.9% |
| Admin fee / account holder | $67 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |