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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,444 | $176,105-21.4% | $159,474-13.2% | $167,536-17.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.74% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $8,074 | $5,299+52.4% | $4,831+67.1% | $4,839+66.8% |
| Participant deferral / active EE | $8,004 | $7,751+3.3% | $7,353+8.9% | $6,342+26.2% |
| Admin fee / account holder | $138 | $12,559-98.9% | $10,802-98.7% | $12,315-98.9% |