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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,942 | $209,425-60.9% | $178,499-54.1% | $158,966-48.5% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 16.72% | 188.80%-172.1pp | 151.10%-134.4pp | 302.95%-286.2pp |
| Employer contribution / active EE | $2,160 | $5,707-62.2% | $5,011-56.9% | $4,762-54.6% |
| Participant deferral / active EE | $6,273 | $5,955+5.3% | $5,202+20.6% | $5,983+4.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |