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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,869 | $160,028-6.3% | $147,080+1.9% | $145,884+2.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.27% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $4,800 | $5,286-9.2% | $4,933-2.7% | $4,662+3.0% |
| Participant deferral / active EE | $18,143 | $8,422+115.4% | $8,066+124.9% | $6,690+171.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |