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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,013 | $112,131+37.4% | $95,964+60.5% | $158,982-3.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 12.42% | 171.19%-158.8pp | 91.64%-79.2pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,156 | $3,199-32.6% | $2,541-15.2% | $4,763-54.7% |
| Participant deferral / active EE | $7,940 | $4,784+66.0% | $4,167+90.6% | $5,983+32.7% |
| Admin fee / account holder | $9 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |