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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,471 | $196,972+5.3% | $182,262+13.8% | $198,609+4.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.08% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $3,091 | $5,364-42.4% | $5,046-38.7% | $5,055-38.9% |
| Participant deferral / active EE | $10,996 | $8,643+27.2% | $8,276+32.9% | $6,977+57.6% |
| Admin fee / account holder | $5 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |