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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,232 | $144,130+9.1% | $117,861+33.4% | $147,586+6.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 15.33% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,547 | $4,897-48.0% | $3,786-32.7% | $4,876-47.8% |
| Participant deferral / active EE | $4,944 | $5,316-7.0% | $4,482+10.3% | $5,439-9.1% |
| Admin fee / account holder | $3 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |