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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,500 | $217,432-69.0% | $185,849-63.7% | $167,536-59.7% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 20.36% | 148.42%-128.1pp | 122.10%-101.7pp | 478.82%-458.5pp |
| Employer contribution / active EE | $10,256 | $5,875+74.6% | $5,169+98.4% | $4,839+111.9% |
| Participant deferral / active EE | $10,475 | $6,357+64.8% | $5,569+88.1% | $6,342+65.2% |
| Admin fee / account holder | $235 | $19,818-98.8% | $16,244-98.6% | $12,315-98.1% |