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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $198,457-67.3% | $170,435-61.9% | $147,586-56.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 14.73% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $5,853 | $6,183-5.3% | $5,432+7.7% | $4,876+20.0% |
| Participant deferral / active EE | $7,052 | $5,629+25.3% | $4,939+42.8% | $5,439+29.7% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |