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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,939 | $202,342-23.9% | $172,753-10.9% | $152,909+0.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 20.42% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,859 | $5,857-51.2% | $5,144-44.4% | $4,764-40.0% |
| Participant deferral / active EE | $3,238 | $5,948-45.6% | $5,198-37.7% | $5,851-44.7% |
| Admin fee / account holder | $295 | $17,112-98.3% | $13,956-97.9% | $11,601-97.5% |