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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,484 | $160,070-40.3% | $147,117-35.1% | $145,897-34.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 82.62% | 98.69%-16.1pp | 420.54%-337.9pp | 552.29%-469.7pp |
| Employer contribution / active EE | $6,180 | $5,285+16.9% | $4,932+25.3% | $4,663+32.5% |
| Participant deferral / active EE | $6,204 | $8,419-26.3% | $8,065-23.1% | $6,689-7.3% |
| Admin fee / account holder | $123 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |