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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,775 | $198,462-17.5% | $170,439-3.9% | $147,585+11.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.46% | 257.30%-241.8pp | 205.94%-190.5pp | 578.58%-563.1pp |
| Employer contribution / active EE | $10,853 | $6,184+75.5% | $5,433+99.8% | $4,876+122.6% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | -$250 | $16,852-101.5% | $13,881-101.8% | $10,886-102.3% |