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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,372 | $175,259-43.9% | $149,723-34.3% | $139,487-29.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.60% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $14,423 | $5,478+163.3% | $4,821+199.1% | $4,755+203.3% |
| Participant deferral / active EE | $9,333 | $6,522+43.1% | $5,682+64.2% | $6,713+39.0% |
| Admin fee / account holder | $37 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |