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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,074 | $160,070-15.0% | $147,117-7.5% | $145,897-6.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 19.81% | 98.69%-78.9pp | 420.54%-400.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $9,073 | $5,285+71.7% | $4,932+83.9% | $4,663+94.6% |
| Participant deferral / active EE | $15,994 | $8,419+90.0% | $8,065+98.3% | $6,689+139.1% |
| Admin fee / account holder | $161 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |