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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,484 | $160,040-40.3% | $147,096-35.1% | $145,877-34.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 82.62% | 98.49%-15.9pp | 419.75%-337.1pp | 551.28%-468.7pp |
| Employer contribution / active EE | $6,180 | $5,289+16.8% | $4,936+25.2% | $4,663+32.5% |
| Participant deferral / active EE | $6,204 | $8,429-26.4% | $8,071-23.1% | $6,691-7.3% |
| Admin fee / account holder | $123 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |