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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,361 | $171,492+13.9% | $150,734+29.6% | $198,609-1.6% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 5.54% | 804.70%-799.2pp | 600.81%-595.3pp | 202.70%-197.2pp |
| Employer contribution / active EE | $2,319 | $5,470-57.6% | $4,918-52.8% | $5,055-54.1% |
| Participant deferral / active EE | $10,092 | $6,259+61.2% | $5,610+79.9% | $6,977+44.6% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |