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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,326 | $160,028-22.3% | $147,080-15.5% | $145,884-14.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 18.31% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,959 | $5,286-25.1% | $4,933-19.7% | $4,662-15.1% |
| Participant deferral / active EE | $8,809 | $8,422+4.6% | $8,066+9.2% | $6,690+31.7% |
| Admin fee / account holder | $34 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |