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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,942 | $180,459-12.5% | $154,108+2.5% | $135,380+16.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 6.86% | 888.21%-881.3pp | 735.21%-728.3pp | 519.81%-512.9pp |
| Employer contribution / active EE | $1,405 | $6,035-76.7% | $5,298-73.5% | $4,779-70.6% |
| Participant deferral / active EE | $5,860 | $5,806+0.9% | $5,081+15.3% | $5,609+4.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |