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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,620 | $160,070+8.5% | $147,117+18.0% | $145,897+19.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.06% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,600 | $5,285-50.8% | $4,932-47.3% | $4,663-44.2% |
| Participant deferral / active EE | $6,536 | $8,419-22.4% | $8,065-18.9% | $6,689-2.3% |
| Admin fee / account holder | $3 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |