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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,870 | $175,257-35.0% | $149,717-23.9% | $139,456-18.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.93% | 166.70%-146.8pp | 134.41%-114.5pp | 373.45%-353.5pp |
| Employer contribution / active EE | $3,711 | $5,477-32.2% | $4,820-23.0% | $4,753-21.9% |
| Participant deferral / active EE | $10,739 | $6,521+64.7% | $5,682+89.0% | $6,711+60.0% |
| Admin fee / account holder | $24 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |