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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,073 | $217,432-30.5% | $185,849-18.7% | $167,536-9.8% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 9.51% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $5,058 | $5,875-13.9% | $5,169-2.1% | $4,839+4.5% |
| Participant deferral / active EE | $3,240 | $6,357-49.0% | $5,569-41.8% | $6,342-48.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |