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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,229 | $183,516-5.1% | $155,534+12.0% | $145,884+19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 61.43%-48.0pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,737 | $5,315+7.9% | $4,675+22.7% | $4,662+23.0% |
| Participant deferral / active EE | $8,929 | $6,467+38.1% | $5,630+58.6% | $6,690+33.5% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |