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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,905 | $176,105-0.7% | $159,474+9.7% | $167,536+4.4% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 10.89% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $8,758 | $5,299+65.3% | $4,831+81.3% | $4,839+81.0% |
| Participant deferral / active EE | $9,923 | $7,751+28.0% | $7,353+34.9% | $6,342+56.5% |
| Admin fee / account holder | $13 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |