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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,120 | $160,070-59.3% | $147,117-55.7% | $145,897-55.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.73% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $5,548 | $5,285+5.0% | $4,932+12.5% | $4,663+19.0% |
| Participant deferral / active EE | $4,821 | $8,419-42.7% | $8,065-40.2% | $6,689-27.9% |
| Admin fee / account holder | $119 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |