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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,869 | $159,934-6.3% | $147,005+1.9% | $145,959+2.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.27% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $4,800 | $5,287-9.2% | $4,934-2.7% | $4,661+3.0% |
| Participant deferral / active EE | $18,143 | $8,427+115.3% | $8,070+124.8% | $6,689+171.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |