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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,839 | $209,422-50.9% | $178,503-42.4% | $158,982-35.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 13.02% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,996 | $5,707-65.0% | $5,011-60.2% | $4,763-58.1% |
| Participant deferral / active EE | $5,138 | $5,955-13.7% | $5,202-1.2% | $5,983-14.1% |
| Admin fee / account holder | $11 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |