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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,829 | $209,425-58.5% | $178,499-51.4% | $158,966-45.4% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 14.22% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $4,878 | $5,707-14.5% | $5,011-2.7% | $4,762+2.4% |
| Participant deferral / active EE | $3,232 | $5,955-45.7% | $5,202-37.9% | $5,983-46.0% |
| Admin fee / account holder | $286 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |