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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,425 | $159,978-7.2% | $147,041+0.9% | $145,978+1.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.97% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $7,636 | $5,288+44.4% | $4,935+54.7% | $4,662+63.8% |
| Participant deferral / active EE | $8,621 | $8,429+2.3% | $8,071+6.8% | $6,690+28.9% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |