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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,983 | $196,972-66.0% | $182,262-63.2% | $198,609-66.3% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 22.08% | 158.27%-136.2pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $5,381 | $5,364+0.3% | $5,046+6.6% | $5,055+6.4% |
| Participant deferral / active EE | $9,653 | $8,643+11.7% | $8,276+16.6% | $6,977+38.4% |
| Admin fee / account holder | $76 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |