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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,465 | $175,259-27.3% | $149,723-14.9% | $139,487-8.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 27.23% | 166.82%-139.6pp | 134.50%-107.3pp | 373.84%-346.6pp |
| Employer contribution / active EE | $9,014 | $5,478+64.5% | $4,821+87.0% | $4,755+89.6% |
| Participant deferral / active EE | $8,195 | $6,522+25.7% | $5,682+44.2% | $6,713+22.1% |
| Admin fee / account holder | $8 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |