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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,487 | $168,635+2.3% | $147,617+16.8% | $125,389+37.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.29% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $2,048 | $6,252-67.2% | $5,564-63.2% | $4,866-57.9% |
| Participant deferral / active EE | $7,431 | $5,507+34.9% | $4,895+51.8% | $5,352+38.9% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |