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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,434 | $176,688-36.4% | $130,660-13.9% | $152,909-26.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 21.80% | 2693.08%-2671.3pp | 1709.29%-1687.5pp | 345.46%-323.7pp |
| Employer contribution / active EE | $5,523 | $5,743-3.8% | $4,092+35.0% | $4,764+15.9% |
| Participant deferral / active EE | $6,064 | $4,362+39.0% | $3,603+68.3% | $5,851+3.6% |
| Admin fee / account holder | $189 | $7,131-97.4% | $5,463-96.5% | $11,601-98.4% |