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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,577 | $160,040-37.8% | $147,096-32.3% | $145,877-31.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 134.35% | 98.49%+35.9pp | 419.75%-285.4pp | 551.28%-416.9pp |
| Employer contribution / active EE | $7,212 | $5,289+36.3% | $4,936+46.1% | $4,663+54.7% |
| Participant deferral / active EE | $10,997 | $8,429+30.5% | $8,071+36.3% | $6,691+64.4% |
| Admin fee / account holder | $90 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |