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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,921 | $198,462-14.9% | $170,439-0.9% | $147,585+14.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.24% | 257.30%-239.1pp | 205.94%-187.7pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,777 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $8,565 | $5,629+52.1% | $4,939+73.4% | $5,439+57.5% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |