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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,524 | $160,070-72.2% | $147,117-69.7% | $145,897-69.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 19.63% | 98.69%-79.1pp | 420.54%-400.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $6,906 | $5,285+30.7% | $4,932+40.0% | $4,663+48.1% |
| Participant deferral / active EE | $6,357 | $8,419-24.5% | $8,065-21.2% | $6,689-5.0% |
| Admin fee / account holder | $123 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |