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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,167 | $196,972-2.4% | $182,262+5.4% | $198,609-3.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.09% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $4,957 | $5,364-7.6% | $5,046-1.8% | $5,055-2.0% |
| Participant deferral / active EE | $16,020 | $8,643+85.4% | $8,276+93.6% | $6,977+129.6% |
| Admin fee / account holder | $218 | $18,429-98.8% | $16,712-98.7% | $19,030-98.9% |