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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,628 | $217,432-23.4% | $185,849-10.3% | $167,536-0.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.07% | 148.42%-136.3pp | 122.10%-110.0pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,384 | $5,875-42.4% | $5,169-34.5% | $4,839-30.1% |
| Participant deferral / active EE | $15,600 | $6,357+145.4% | $5,569+180.1% | $6,342+146.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |