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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,916 | $217,432-48.1% | $185,849-39.2% | $167,536-32.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 177.88% | 148.42%+29.5pp | 122.10%+55.8pp | 478.82%-300.9pp |
| Employer contribution / active EE | $1,374 | $5,875-76.6% | $5,169-73.4% | $4,839-71.6% |
| Participant deferral / active EE | $6,619 | $6,357+4.1% | $5,569+18.9% | $6,342+4.4% |
| Admin fee / account holder | $80 | $19,818-99.6% | $16,244-99.5% | $12,315-99.4% |