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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,986 | $175,259-63.5% | $149,723-57.3% | $139,487-54.1% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 12.80% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $4,211 | $5,478-23.1% | $4,821-12.7% | $4,755-11.4% |
| Participant deferral / active EE | $4,514 | $6,522-30.8% | $5,682-20.6% | $6,713-32.7% |
| Admin fee / account holder | $151 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |