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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,131 | $209,425-63.2% | $178,499-56.8% | $158,966-51.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 84.98% | 188.80%-103.8pp | 151.10%-66.1pp | 302.95%-218.0pp |
| Employer contribution / active EE | $2,231 | $5,707-60.9% | $5,011-55.5% | $4,762-53.1% |
| Participant deferral / active EE | $7,421 | $5,955+24.6% | $5,202+42.7% | $5,983+24.0% |
| Admin fee / account holder | $8 | $17,078-100.0% | $13,986-99.9% | $11,250-99.9% |