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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,409 | $198,457-13.6% | $170,435+0.6% | $147,586+16.1% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 17.98% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,580 | $6,183-58.3% | $5,432-52.5% | $4,876-47.1% |
| Participant deferral / active EE | $5,943 | $5,629+5.6% | $4,939+20.3% | $5,439+9.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |