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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,770 | $209,425-37.1% | $178,499-26.2% | $158,966-17.1% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.49% | 188.80%-173.3pp | 151.10%-135.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,669 | $5,707-18.2% | $5,011-6.8% | $4,762-2.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $288 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |