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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,093 | $175,259-43.5% | $149,723-33.8% | $139,487-29.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 13.00% | 166.82%-153.8pp | 134.50%-121.5pp | 373.84%-360.8pp |
| Employer contribution / active EE | $2,974 | $5,478-45.7% | $4,821-38.3% | $4,755-37.4% |
| Participant deferral / active EE | $7,397 | $6,522+13.4% | $5,682+30.2% | $6,713+10.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |