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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,188 | $198,457-14.7% | $170,435-0.7% | $147,586+14.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,609 | $6,183-57.8% | $5,432-52.0% | $4,876-46.5% |
| Participant deferral / active EE | $5,872 | $5,629+4.3% | $4,939+18.9% | $5,439+8.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |