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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,827 | $183,627-41.8% | $155,602-31.3% | $145,978-26.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 136.90% | 61.32%+75.6pp | 64.81%+72.1pp | 550.52%-413.6pp |
| Employer contribution / active EE | $3,462 | $5,316-34.9% | $4,675-26.0% | $4,662-25.7% |
| Participant deferral / active EE | $10,653 | $6,466+64.8% | $5,629+89.3% | $6,690+59.2% |
| Admin fee / account holder | $115 | $19,327-99.4% | $15,923-99.3% | $13,400-99.1% |