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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,455 | $175,231-7.3% | $149,696+8.5% | $139,466+16.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.35% | 166.77%-148.4pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,486 | $5,478-72.9% | $4,821-69.2% | $4,754-68.7% |
| Participant deferral / active EE | $5,205 | $6,521-20.2% | $5,682-8.4% | $6,712-22.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |