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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,021 | $184,000-11.4% | $162,185+0.5% | $152,909+6.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 28.43% | 150.80%-122.4pp | 115.61%-87.2pp | 345.46%-317.0pp |
| Employer contribution / active EE | $3,562 | $6,370-44.1% | $5,613-36.6% | $4,764-25.2% |
| Participant deferral / active EE | $13,185 | $8,033+64.1% | $7,297+80.7% | $5,851+125.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |