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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,948 | $175,231-17.3% | $149,696-3.2% | $139,466+3.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.41% | 166.77%-148.4pp | 134.46%-116.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,911 | $5,478-65.1% | $4,821-60.4% | $4,754-59.8% |
| Participant deferral / active EE | $7,018 | $6,521+7.6% | $5,682+23.5% | $6,712+4.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |