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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,496 | $202,342-20.7% | $172,753-7.1% | $152,909+5.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 22.77% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,109 | $5,857-64.0% | $5,144-59.0% | $4,764-55.7% |
| Participant deferral / active EE | $5,782 | $5,948-2.8% | $5,198+11.2% | $5,851-1.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |