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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,391 | $175,257-46.1% | $149,717-37.0% | $139,456-32.3% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 16.42% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $3,491 | $5,477-36.2% | $4,820-27.6% | $4,753-26.5% |
| Participant deferral / active EE | $5,308 | $6,521-18.6% | $5,682-6.6% | $6,711-20.9% |
| Admin fee / account holder | $291 | $16,156-98.2% | $13,213-97.8% | $11,407-97.4% |