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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,438 | $175,231-54.7% | $149,696-46.9% | $139,466-43.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.06% | 166.77%-143.7pp | 134.46%-111.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,952 | $5,478-64.4% | $4,821-59.5% | $4,754-58.9% |
| Participant deferral / active EE | $8,300 | $6,521+27.3% | $5,682+46.1% | $6,712+23.7% |
| Admin fee / account holder | $225 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |