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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,085 | $160,028-46.2% | $147,080-41.5% | $145,884-41.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.62% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,247 | $5,286-57.5% | $4,933-54.5% | $4,662-51.8% |
| Participant deferral / active EE | $4,403 | $8,422-47.7% | $8,066-45.4% | $6,690-34.2% |
| Admin fee / account holder | $256 | $15,030-98.3% | $12,989-98.0% | $13,392-98.1% |