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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,849 | $165,381-63.8% | $149,730-60.0% | $158,966-62.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 104.86% | 348.29%-243.4pp | 276.70%-171.8pp | 302.95%-198.1pp |
| Employer contribution / active EE | $6,648 | $5,104+30.3% | $4,645+43.1% | $4,762+39.6% |
| Participant deferral / active EE | $10,339 | $7,182+43.9% | $6,843+51.1% | $5,983+72.8% |
| Admin fee / account holder | $289 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |