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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,104 | $160,070-37.5% | $147,117-32.0% | $145,897-31.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 19.40% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,118 | $5,285-41.0% | $4,932-36.8% | $4,663-33.1% |
| Participant deferral / active EE | $11,181 | $8,419+32.8% | $8,065+38.6% | $6,689+67.2% |
| Admin fee / account holder | $287 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |