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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,603 | $198,457-24.6% | $170,435-12.2% | $147,586+1.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.90% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,567 | $6,183-58.5% | $5,432-52.7% | $4,876-47.4% |
| Participant deferral / active EE | $9,132 | $5,629+62.2% | $4,939+84.9% | $5,439+67.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |