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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,996 | $183,978-20.6% | $162,171-10.0% | $152,885-4.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 24.79% | 150.78%-126.0pp | 115.60%-90.8pp | 345.39%-320.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $138 | $13,122-99.0% | $10,843-98.7% | $11,598-98.8% |