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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,667 | $176,077-27.5% | $159,455-19.9% | $167,518-23.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.19% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $13,394 | $5,298+152.8% | $4,830+177.3% | $4,838+176.8% |
| Participant deferral / active EE | $11,763 | $7,751+51.8% | $7,353+60.0% | $6,342+85.5% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |