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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,425 | $160,070-7.3% | $147,117+0.9% | $145,897+1.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.97% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $7,636 | $5,285+44.5% | $4,932+54.8% | $4,663+63.8% |
| Participant deferral / active EE | $8,621 | $8,419+2.4% | $8,065+6.9% | $6,689+28.9% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |