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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,979 | $217,427-2.5% | $185,837+14.1% | $167,518+26.5% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 19.14% | 148.39%-129.3pp | 122.08%-102.9pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,990 | $5,874-66.1% | $5,168-61.5% | $4,838-58.9% |
| Participant deferral / active EE | $5,514 | $6,357-13.3% | $5,568-1.0% | $6,342-13.1% |
| Admin fee / account holder | $5 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |