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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,309 | $198,457-20.2% | $170,435-7.1% | $147,586+7.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.38% | 257.30%-242.9pp | 205.94%-191.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,000 | $6,183-67.7% | $5,432-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |