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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,250 | $209,422-11.1% | $178,503+4.3% | $158,982+17.2% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 17.28% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,871 | $5,707-67.2% | $5,011-62.7% | $4,763-60.7% |
| Participant deferral / active EE | $7,998 | $5,955+34.3% | $5,202+53.7% | $5,983+33.7% |
| Admin fee / account holder | $190 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |