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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,761 | $160,070-40.2% | $147,117-34.9% | $145,897-34.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 34.62% | 98.69%-64.1pp | 420.54%-385.9pp | 552.29%-517.7pp |
| Employer contribution / active EE | $3,127 | $5,285-40.8% | $4,932-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $7,637 | $8,419-9.3% | $8,065-5.3% | $6,689+14.2% |
| Admin fee / account holder | $3 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |