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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,192 | $175,231+1.7% | $149,696+19.0% | $139,466+27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.40% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,514 | $5,478-72.4% | $4,821-68.6% | $4,754-68.2% |
| Participant deferral / active EE | $3,900 | $6,521-40.2% | $5,682-31.4% | $6,712-41.9% |
| Admin fee / account holder | $109 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |