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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,074 | $160,040-15.0% | $147,096-7.5% | $145,877-6.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 19.81% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.5pp |
| Employer contribution / active EE | $9,073 | $5,289+71.5% | $4,936+83.8% | $4,663+94.6% |
| Participant deferral / active EE | $15,994 | $8,429+89.8% | $8,071+98.2% | $6,691+139.1% |
| Admin fee / account holder | $161 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |