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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,221 | $160,070-50.5% | $147,117-46.2% | $145,897-45.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 21.08% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $3,440 | $5,285-34.9% | $4,932-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $10,501 | $8,419+24.7% | $8,065+30.2% | $6,689+57.0% |
| Admin fee / account holder | $71 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |