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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,255 | $175,231-51.9% | $149,696-43.7% | $139,466-39.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.69% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $3,217 | $5,478-41.3% | $4,821-33.3% | $4,754-32.3% |
| Participant deferral / active EE | $6,907 | $6,521+5.9% | $5,682+21.6% | $6,712+2.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |