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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,616 | $209,422-39.1% | $178,503-28.5% | $158,982-19.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.66% | 188.81%-169.1pp | 151.12%-131.5pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,675 | $5,707-53.1% | $5,011-46.6% | $4,763-43.8% |
| Participant deferral / active EE | $7,361 | $5,955+23.6% | $5,202+41.5% | $5,983+23.0% |
| Admin fee / account holder | $84 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |