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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,520 | $175,231-56.9% | $149,696-49.6% | $139,466-45.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.78% | 166.77%-147.0pp | 134.46%-114.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,151 | $5,478-60.7% | $4,821-55.4% | $4,754-54.8% |
| Participant deferral / active EE | $9,553 | $6,521+46.5% | $5,682+68.1% | $6,712+42.3% |
| Admin fee / account holder | $80 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |