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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,999 | $159,978-22.5% | $147,041-15.7% | $145,978-15.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.77% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,685 | $5,288-30.3% | $4,935-25.3% | $4,662-21.0% |
| Participant deferral / active EE | $5,005 | $8,429-40.6% | $8,071-38.0% | $6,690-25.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |