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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,225 | $160,028-4.3% | $147,080+4.2% | $145,884+5.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.41% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,676 | $5,286-49.4% | $4,933-45.8% | $4,662-42.6% |
| Participant deferral / active EE | $17,228 | $8,422+104.6% | $8,066+113.6% | $6,690+157.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |