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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $175,231-83.9% | $149,696-81.1% | $139,466-79.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.70% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $7,013 | $5,478+28.0% | $4,821+45.5% | $4,754+47.5% |
| Participant deferral / active EE | $5,872 | $6,521-10.0% | $5,682+3.3% | $6,712-12.5% |
| Admin fee / account holder | $110 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |