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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,761 | $159,978-40.1% | $147,041-34.9% | $145,978-34.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 34.62% | 98.36%-63.7pp | 419.21%-384.6pp | 550.52%-515.9pp |
| Employer contribution / active EE | $3,127 | $5,288-40.9% | $4,935-36.6% | $4,662-32.9% |
| Participant deferral / active EE | $7,637 | $8,429-9.4% | $8,071-5.4% | $6,690+14.2% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |