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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,398 | $160,028-49.1% | $147,080-44.7% | $145,884-44.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.38% | 98.60%-79.2pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,960 | $5,286-25.1% | $4,933-19.7% | $4,662-15.1% |
| Participant deferral / active EE | $14,118 | $8,422+67.6% | $8,066+75.0% | $6,690+111.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |