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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,977 | $175,231-40.1% | $149,696-29.9% | $139,466-24.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.44% | 166.77%-139.3pp | 134.46%-107.0pp | 373.66%-346.2pp |
| Employer contribution / active EE | $8,526 | $5,478+55.6% | $4,821+76.9% | $4,754+79.3% |
| Participant deferral / active EE | $16,124 | $6,521+147.2% | $5,682+183.8% | $6,712+140.2% |
| Admin fee / account holder | $125 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |