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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,999 | $160,028-22.5% | $147,080-15.7% | $145,884-15.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.77% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,685 | $5,286-30.3% | $4,933-25.3% | $4,662-21.0% |
| Participant deferral / active EE | $5,005 | $8,422-40.6% | $8,066-38.0% | $6,690-25.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |