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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,997 | $202,342-24.9% | $172,752-12.0% | $152,897-0.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.35% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,945 | $5,858-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $5,052 | $5,948-15.1% | $5,198-2.8% | $5,851-13.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |