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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,324 | $115,814+29.8% | $101,275+48.4% | $158,982-5.4% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 16.87% | 56.16%-39.3pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,253 | $4,958+6.0% | $4,371+20.2% | $5,983-12.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |