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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,821 | $176,120-8.1% | $159,487+1.5% | $167,553-3.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.80% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,916 | $5,299-45.0% | $4,831-39.6% | $4,840-39.8% |
| Participant deferral / active EE | $5,723 | $7,752-26.2% | $7,354-22.2% | $6,343-9.8% |
| Admin fee / account holder | $55 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |