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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,703 | $176,077-3.6% | $159,455+6.4% | $167,518+1.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.79% | 331.83%-320.0pp | 263.63%-251.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $967 | $5,298-81.8% | $4,830-80.0% | $4,838-80.0% |
| Participant deferral / active EE | $5,324 | $7,751-31.3% | $7,353-27.6% | $6,342-16.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |