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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,539 | $96,691+13.3% | $86,656+26.4% | $139,487-21.5% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 14.01% | 106.87%-92.9pp | 593.09%-579.1pp | 373.84%-359.8pp |
| Employer contribution / active EE | $3,631 | $3,267+11.1% | $3,025+20.0% | $4,755-23.6% |
| Participant deferral / active EE | $6,516 | $4,838+34.7% | $4,439+46.8% | $6,713-2.9% |
| Admin fee / account holder | $78 | $6,414-98.8% | $5,619-98.6% | $11,407-99.3% |