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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,000 | $159,978+30.0% | $147,041+41.5% | $145,978+42.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.48% | 98.36%-83.9pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $2,955 | $5,288-44.1% | $4,935-40.1% | $4,662-36.6% |
| Participant deferral / active EE | $6,485 | $8,429-23.1% | $8,071-19.7% | $6,690-3.1% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |