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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,117 | $160,028-48.7% | $147,080-44.2% | $145,884-43.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 58.55% | 98.60%-40.0pp | 420.17%-361.6pp | 551.85%-493.3pp |
| Employer contribution / active EE | $3,831 | $5,286-27.5% | $4,933-22.3% | $4,662-17.8% |
| Participant deferral / active EE | $11,597 | $8,422+37.7% | $8,066+43.8% | $6,690+73.4% |
| Admin fee / account holder | $286 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |