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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,303 | $160,070-42.3% | $147,117-37.3% | $145,897-36.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.34% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $11,077 | $5,285+109.6% | $4,932+124.6% | $4,663+137.6% |
| Participant deferral / active EE | $8,610 | $8,419+2.3% | $8,065+6.8% | $6,689+28.7% |
| Admin fee / account holder | $227 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |