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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,156 | $159,934-53.0% | $147,005-48.9% | $145,959-48.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.81% | 98.24%-85.4pp | 418.76%-406.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,932 | $5,287+31.1% | $4,934+40.5% | $4,661+48.7% |
| Participant deferral / active EE | $8,281 | $8,427-1.7% | $8,070+2.6% | $6,689+23.8% |
| Admin fee / account holder | $169 | $15,053-98.9% | $13,006-98.7% | $13,398-98.7% |