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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,749 | $150,435+16.2% | $120,580+44.9% | $145,897+19.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 16.16% | 154.60%-138.4pp | 107.48%-91.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,003 | $4,352-54.0% | $3,469-42.3% | $4,663-57.0% |
| Participant deferral / active EE | $5,781 | $6,174-6.4% | $4,995+15.7% | $6,689-13.6% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |