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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,625 | $160,040+24.7% | $147,096+35.7% | $145,877+36.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.23% | 98.49%-80.3pp | 419.75%-401.5pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,714 | $8,429-55.9% | $8,071-54.0% | $6,691-44.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |