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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,667 | $176,120-46.2% | $159,487-40.6% | $167,553-43.5% |
| Participation rate | 94.7% | 85.0%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 13.75% | 331.95%-318.2pp | 263.71%-250.0pp | 478.89%-465.1pp |
| Employer contribution / active EE | $5,215 | $5,299-1.6% | $4,831+7.9% | $4,840+7.8% |
| Participant deferral / active EE | $4,619 | $7,752-40.4% | $7,354-37.2% | $6,343-27.2% |
| Admin fee / account holder | $194 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |