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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,984 | $175,259-61.2% | $149,723-54.6% | $139,487-51.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.83% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $7,105 | $5,478+29.7% | $4,821+47.4% | $4,755+49.4% |
| Participant deferral / active EE | $8,087 | $6,522+24.0% | $5,682+42.3% | $6,713+20.5% |
| Admin fee / account holder | $91 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |