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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,686 | $160,070-57.1% | $147,117-53.3% | $145,897-52.9% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.76% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $4,302 | $5,285-18.6% | $4,932-12.8% | $4,663-7.7% |
| Participant deferral / active EE | $9,673 | $8,419+14.9% | $8,065+19.9% | $6,689+44.6% |
| Admin fee / account holder | $153 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |