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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,415 | $160,070-55.4% | $147,117-51.5% | $145,897-51.1% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 15.77% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $6,299 | $5,285+19.2% | $4,932+27.7% | $4,663+35.1% |
| Participant deferral / active EE | $10,250 | $8,419+21.7% | $8,065+27.1% | $6,689+53.2% |
| Admin fee / account holder | $57 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |