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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,662 | $184,000-15.4% | $162,185-4.0% | $152,909+1.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 23.43% | 150.80%-127.4pp | 115.61%-92.2pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,716 | $6,370-41.7% | $5,613-33.8% | $4,764-22.0% |
| Participant deferral / active EE | $5,827 | $8,033-27.5% | $7,297-20.1% | $5,851-0.4% |
| Admin fee / account holder | $196 | $13,124-98.5% | $10,844-98.2% | $11,601-98.3% |