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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,724 | $198,457-9.9% | $170,435+4.9% | $147,586+21.1% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 14.95% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,631 | $6,183-41.3% | $5,432-33.2% | $4,876-25.5% |
| Participant deferral / active EE | $7,646 | $5,629+35.8% | $4,939+54.8% | $5,439+40.6% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |