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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,746 | $157,296-50.6% | $141,191-44.9% | $152,897-49.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 146.41% | 64.34%+82.1pp | 71.41%+75.0pp | 345.43%-199.0pp |
| Employer contribution / active EE | $4,015 | $5,262-23.7% | $4,736-15.2% | $4,764-15.7% |
| Participant deferral / active EE | $7,676 | $7,111+8.0% | $6,710+14.4% | $5,851+31.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |