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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,805 | $190,879+1.5% | $160,009+21.1% | $134,532+44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.18% | 552.63%-554.8pp | 408.85%-411.0pp | 418.27%-420.4pp |
| Employer contribution / active EE | $1,382 | $4,995-72.3% | $4,225-67.3% | $4,741-70.9% |
| Participant deferral / active EE | $8,200 | $6,924+18.4% | $6,183+32.6% | $6,401+28.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |