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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,556 | $175,231-20.4% | $149,696-6.8% | $139,466+0.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.50% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,725 | $5,478-50.3% | $4,821-43.5% | $4,754-42.7% |
| Participant deferral / active EE | $7,505 | $6,521+15.1% | $5,682+32.1% | $6,712+11.8% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |