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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,070 | $160,040-38.7% | $147,096-33.3% | $145,877-32.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.30% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $6,008 | $5,289+13.6% | $4,936+21.7% | $4,663+28.8% |
| Participant deferral / active EE | $10,998 | $8,429+30.5% | $8,071+36.3% | $6,691+64.4% |
| Admin fee / account holder | $147 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |