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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,458 | $175,231-37.5% | $149,696-26.9% | $139,466-21.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.63% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $6,341 | $5,478+15.7% | $4,821+31.5% | $4,754+33.4% |
| Participant deferral / active EE | $5,786 | $6,521-11.3% | $5,682+1.8% | $6,712-13.8% |
| Admin fee / account holder | $271 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |