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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,189 | $180,462+6.5% | $154,111+24.7% | $135,379+42.0% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -5.80% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $2,012 | $6,036-66.7% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $6,981 | $5,806+20.2% | $5,081+37.4% | $5,609+24.5% |
| Admin fee / account holder | $108 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |