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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,750 | $175,231-42.5% | $149,696-32.7% | $139,466-27.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.55% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $8,555 | $5,478+56.2% | $4,821+77.5% | $4,754+80.0% |
| Participant deferral / active EE | $2,225 | $6,521-65.9% | $5,682-60.8% | $6,712-66.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |