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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,694 | $105,145+56.6% | $94,664+74.0% | $139,466+18.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 26.48% | 38.09%-11.6pp | 156.84%-130.4pp | 373.66%-347.2pp |
| Employer contribution / active EE | $2,401 | $4,107-41.6% | $3,673-34.6% | $4,754-49.5% |
| Participant deferral / active EE | $5,935 | $7,599-21.9% | $7,417-20.0% | $6,712-11.6% |
| Admin fee / account holder | $247 | $8,972-97.2% | $7,222-96.6% | $11,409-97.8% |