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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,448 | $217,432-25.7% | $185,849-13.1% | $167,536-3.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 35.70% | 148.42%-112.7pp | 122.10%-86.4pp | 478.82%-443.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,486 | $6,357-45.2% | $5,569-37.4% | $6,342-45.0% |
| Admin fee / account holder | $160 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |