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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,169 | $183,539-18.2% | $155,556-3.5% | $145,897+2.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.38% | 61.31%-37.9pp | 64.84%-41.5pp | 552.29%-528.9pp |
| Employer contribution / active EE | $7,121 | $5,315+34.0% | $4,675+52.3% | $4,663+52.7% |
| Participant deferral / active EE | $6,328 | $6,467-2.2% | $5,631+12.4% | $6,689-5.4% |
| Admin fee / account holder | $7 | $19,275-100.0% | $15,885-100.0% | $13,390-99.9% |