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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,385 | $160,040-2.3% | $147,096+6.3% | $145,877+7.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.82% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,939 | $5,289-63.3% | $4,936-60.7% | $4,663-58.4% |
| Participant deferral / active EE | $5,928 | $8,429-29.7% | $8,071-26.6% | $6,691-11.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |