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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $159,934-53.3% | $147,005-49.2% | $145,959-48.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.18% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $11,605 | $5,287+119.5% | $4,934+135.2% | $4,661+149.0% |
| Participant deferral / active EE | $3,752 | $8,427-55.5% | $8,070-53.5% | $6,689-43.9% |
| Admin fee / account holder | $26 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |