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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,865 | $160,040-38.8% | $147,096-33.5% | $145,877-32.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.00% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $14,229 | $5,289+169.0% | $4,936+188.3% | $4,663+205.2% |
| Participant deferral / active EE | $13,972 | $8,429+65.8% | $8,071+73.1% | $6,691+108.8% |
| Admin fee / account holder | $249 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |