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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,074 | $160,028-15.0% | $147,080-7.5% | $145,884-6.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 19.81% | 98.60%-78.8pp | 420.17%-400.4pp | 551.85%-532.0pp |
| Employer contribution / active EE | $9,073 | $5,286+71.7% | $4,933+83.9% | $4,662+94.6% |
| Participant deferral / active EE | $15,994 | $8,422+89.9% | $8,066+98.3% | $6,690+139.1% |
| Admin fee / account holder | $161 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |