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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,155 | $175,259-42.3% | $149,723-32.4% | $139,487-27.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.23% | 166.82%-151.6pp | 134.50%-119.3pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,519 | $6,522-30.7% | $5,682-20.5% | $6,713-32.7% |
| Admin fee / account holder | $148 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |