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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,332 | $160,070-54.2% | $147,117-50.2% | $145,897-49.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.50% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $9,962 | $5,285+88.5% | $4,932+102.0% | $4,663+113.7% |
| Participant deferral / active EE | $4,711 | $8,419-44.0% | $8,065-41.6% | $6,689-29.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |