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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,500 | $159,978-33.4% | $147,041-27.6% | $145,978-27.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 24.45% | 98.36%-73.9pp | 419.21%-394.8pp | 550.52%-526.1pp |
| Employer contribution / active EE | $8,599 | $5,288+62.6% | $4,935+74.2% | $4,662+84.4% |
| Participant deferral / active EE | $14,652 | $8,429+73.8% | $8,071+81.5% | $6,690+119.0% |
| Admin fee / account holder | $68 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |