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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,642 | $160,040-60.2% | $147,096-56.7% | $145,877-56.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 43.48% | 98.49%-55.0pp | 419.75%-376.3pp | 551.28%-507.8pp |
| Employer contribution / active EE | $4,903 | $5,289-7.3% | $4,936-0.7% | $4,663+5.1% |
| Participant deferral / active EE | $9,247 | $8,429+9.7% | $8,071+14.6% | $6,691+38.2% |
| Admin fee / account holder | $3 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |