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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,642 | $159,934-60.2% | $147,005-56.7% | $145,959-56.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 43.48% | 98.24%-54.8pp | 418.76%-375.3pp | 561.95%-518.5pp |
| Employer contribution / active EE | $4,903 | $5,287-7.3% | $4,934-0.6% | $4,661+5.2% |
| Participant deferral / active EE | $9,247 | $8,427+9.7% | $8,070+14.6% | $6,689+38.3% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |