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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,135 | $175,259-48.6% | $149,723-39.8% | $139,487-35.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.60% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.2pp |
| Employer contribution / active EE | $12,076 | $5,478+120.4% | $4,821+150.5% | $4,755+154.0% |
| Participant deferral / active EE | $10,639 | $6,522+63.1% | $5,682+87.2% | $6,713+58.5% |
| Admin fee / account holder | $294 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |