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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,317 | $159,934-28.5% | $147,005-22.2% | $145,959-21.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 21.05% | 98.24%-77.2pp | 418.76%-397.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $4,786 | $5,287-9.5% | $4,934-3.0% | $4,661+2.7% |
| Participant deferral / active EE | $13,181 | $8,427+56.4% | $8,070+63.3% | $6,689+97.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |