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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,016 | $160,040-48.1% | $147,096-43.6% | $145,877-43.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 18.14% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $6,531 | $5,289+23.5% | $4,936+32.3% | $4,663+40.1% |
| Participant deferral / active EE | $18,873 | $8,429+123.9% | $8,071+133.8% | $6,691+182.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |