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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,223 | $160,028-32.4% | $147,080-26.4% | $145,884-25.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $10,964 | $5,286+107.4% | $4,933+122.2% | $4,662+135.2% |
| Participant deferral / active EE | $11,364 | $8,422+34.9% | $8,066+40.9% | $6,690+69.9% |
| Admin fee / account holder | $39 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |