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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,012 | $160,028-40.6% | $147,080-35.4% | $145,884-34.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 29.63% | 98.60%-69.0pp | 420.17%-390.5pp | 551.85%-522.2pp |
| Employer contribution / active EE | $5,969 | $5,286+12.9% | $4,933+21.0% | $4,662+28.0% |
| Participant deferral / active EE | $15,789 | $8,422+87.5% | $8,066+95.7% | $6,690+136.0% |
| Admin fee / account holder | $55 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |