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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,685 | $134,817-37.2% | $123,973-31.7% | $155,188-45.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 22.21% | 515.49%-493.3pp | 388.13%-365.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $2,723 | $4,425-38.5% | $4,126-34.0% | $4,248-35.9% |
| Participant deferral / active EE | $8,740 | $5,706+53.2% | $5,247+66.6% | $6,531+33.8% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |