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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,962 | $175,231-56.1% | $149,696-48.6% | $139,466-44.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 33.09% | 166.77%-133.7pp | 134.46%-101.4pp | 373.66%-340.6pp |
| Employer contribution / active EE | $2,849 | $5,478-48.0% | $4,821-40.9% | $4,754-40.1% |
| Participant deferral / active EE | $6,826 | $6,521+4.7% | $5,682+20.1% | $6,712+1.7% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |