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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,749 | $150,346+16.2% | $120,524+45.0% | $145,877+19.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 16.16% | 154.40%-138.2pp | 107.36%-91.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,003 | $4,353-54.0% | $3,469-42.3% | $4,663-57.0% |
| Participant deferral / active EE | $5,781 | $6,172-6.3% | $4,994+15.8% | $6,691-13.6% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |