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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,459 | $183,988-24.2% | $162,177-14.0% | $152,897-8.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 21.57% | 150.79%-129.2pp | 115.60%-94.0pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,256 | $6,370-64.6% | $5,613-59.8% | $4,764-52.6% |
| Participant deferral / active EE | $8,248 | $8,032+2.7% | $7,297+13.0% | $5,851+41.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |