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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,611 | $112,935+36.0% | $90,970+68.9% | $158,966-3.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 25.94% | 215.79%-189.8pp | 134.58%-108.6pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,194 | $2,895-24.2% | $2,122+3.4% | $4,762-53.9% |
| Participant deferral / active EE | $4,542 | $4,129+10.0% | $3,373+34.6% | $5,983-24.1% |
| Admin fee / account holder | $5 | $8,045-99.9% | $5,960-99.9% | $11,250-100.0% |