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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,137 | $198,461-23.8% | $170,436-11.3% | $147,585+2.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.99% | 257.30%-233.3pp | 205.94%-181.9pp | 578.57%-554.6pp |
| Employer contribution / active EE | $3,164 | $6,184-48.8% | $5,433-41.8% | $4,876-35.1% |
| Participant deferral / active EE | $5,635 | $5,629+0.1% | $4,939+14.1% | $5,439+3.6% |
| Admin fee / account holder | $263 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |