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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,298 | $198,461-51.5% | $170,436-43.5% | $147,585-34.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 19.55% | 257.30%-237.8pp | 205.94%-186.4pp | 578.57%-559.0pp |
| Employer contribution / active EE | $9,986 | $6,184+61.5% | $5,433+83.8% | $4,876+104.8% |
| Participant deferral / active EE | $5,174 | $5,629-8.1% | $4,939+4.8% | $5,439-4.9% |
| Admin fee / account holder | $185 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |