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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,444 | $175,257-42.7% | $149,717-32.9% | $139,456-28.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 15.74% | 166.70%-151.0pp | 134.41%-118.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $2,383 | $5,477-56.5% | $4,820-50.6% | $4,753-49.9% |
| Participant deferral / active EE | $6,845 | $6,521+5.0% | $5,682+20.5% | $6,711+2.0% |
| Admin fee / account holder | $18 | $16,156-99.9% | $13,213-99.9% | $11,407-99.8% |