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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,890 | $209,422-38.9% | $178,503-28.4% | $158,982-19.6% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 17.37% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,264 | $5,707-42.8% | $5,011-34.9% | $4,763-31.5% |
| Participant deferral / active EE | $5,977 | $5,955+0.4% | $5,202+14.9% | $5,983-0.1% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |