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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,218 | $175,231+36.5% | $149,696+59.8% | $139,466+71.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.14% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,528 | $5,478-72.1% | $4,821-68.3% | $4,754-67.9% |
| Participant deferral / active EE | $2,930 | $6,521-55.1% | $5,682-48.4% | $6,712-56.4% |
| Admin fee / account holder | $26 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |