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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,792 | $198,457-6.4% | $170,435+9.0% | $147,586+25.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.13% | 257.30%-233.2pp | 205.94%-181.8pp | 578.59%-554.5pp |
| Employer contribution / active EE | $1,988 | $6,183-67.8% | $5,432-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $4,514 | $5,629-19.8% | $4,939-8.6% | $5,439-17.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |