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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,277 | $160,040-31.1% | $147,096-25.0% | $145,877-24.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.38% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $11,402 | $5,289+115.6% | $4,936+131.0% | $4,663+144.5% |
| Participant deferral / active EE | $5,622 | $8,429-33.3% | $8,071-30.3% | $6,691-16.0% |
| Admin fee / account holder | $50 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |