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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,222 | $198,457-16.2% | $170,435-2.5% | $147,586+12.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 23.56% | 257.30%-233.7pp | 205.94%-182.4pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,278 | $6,183-63.2% | $5,432-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $5,179 | $5,629-8.0% | $4,939+4.8% | $5,439-4.8% |
| Admin fee / account holder | $46 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |