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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,747 | $176,105-42.8% | $159,474-36.8% | $167,536-39.9% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 35.91% | 331.91%-296.0pp | 263.68%-227.8pp | 478.82%-442.9pp |
| Employer contribution / active EE | $4,163 | $5,299-21.4% | $4,831-13.8% | $4,839-14.0% |
| Participant deferral / active EE | $8,580 | $7,751+10.7% | $7,353+16.7% | $6,342+35.3% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |