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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,281 | $168,635+31.8% | $147,617+50.6% | $125,389+77.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.38% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,518 | $5,507-36.1% | $4,895-28.1% | $5,352-34.3% |
| Admin fee / account holder | $1 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |