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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,705 | $175,257-32.3% | $149,717-20.7% | $139,456-14.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.80% | 166.70%-142.9pp | 134.41%-110.6pp | 373.45%-349.6pp |
| Employer contribution / active EE | $1,627 | $5,477-70.3% | $4,820-66.2% | $4,753-65.8% |
| Participant deferral / active EE | $7,676 | $6,521+17.7% | $5,682+35.1% | $6,711+14.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |