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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,865 | $159,934-38.8% | $147,005-33.4% | $145,959-33.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.00% | 98.24%-88.2pp | 418.76%-408.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $14,229 | $5,287+169.1% | $4,934+188.4% | $4,661+205.3% |
| Participant deferral / active EE | $13,972 | $8,427+65.8% | $8,070+73.1% | $6,689+108.9% |
| Admin fee / account holder | $249 | $15,053-98.3% | $13,006-98.1% | $13,398-98.1% |