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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,939 | $202,326-23.9% | $172,745-10.9% | $152,870+0.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 20.42% | 1029.72%-1009.3pp | 802.90%-782.5pp | 345.34%-324.9pp |
| Employer contribution / active EE | $2,859 | $5,858-51.2% | $5,144-44.4% | $4,763-40.0% |
| Participant deferral / active EE | $3,238 | $5,948-45.6% | $5,197-37.7% | $5,850-44.7% |
| Admin fee / account holder | $295 | $17,110-98.3% | $13,954-97.9% | $11,597-97.5% |