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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,040 | $209,428-45.5% | $178,498-36.1% | $158,950-28.3% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 17.38% | 188.78%-171.4pp | 151.09%-133.7pp | 302.91%-285.5pp |
| Employer contribution / active EE | $3,643 | $5,707-36.2% | $5,011-27.3% | $4,762-23.5% |
| Participant deferral / active EE | $7,953 | $5,955+33.6% | $5,202+52.9% | $5,983+32.9% |
| Admin fee / account holder | $214 | $17,077-98.7% | $13,985-98.5% | $11,248-98.1% |