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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,765 | $159,978-55.1% | $147,041-51.2% | $145,978-50.8% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 19.56% | 98.36%-78.8pp | 419.21%-399.7pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,975 | $5,288-24.8% | $4,935-19.5% | $4,662-14.7% |
| Participant deferral / active EE | $8,326 | $8,429-1.2% | $8,071+3.2% | $6,690+24.5% |
| Admin fee / account holder | $68 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |