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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,394 | $160,070-22.3% | $147,117-15.4% | $145,897-14.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 16.34% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $21,118 | $5,285+299.6% | $4,932+328.1% | $4,663+352.9% |
| Participant deferral / active EE | $3,206 | $8,419-61.9% | $8,065-60.2% | $6,689-52.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |