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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,217 | $159,934+16.4% | $147,005+26.7% | $145,959+27.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.39% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,567 | $5,287-70.4% | $4,934-68.2% | $4,661-66.4% |
| Participant deferral / active EE | $7,775 | $8,427-7.7% | $8,070-3.7% | $6,689+16.2% |
| Admin fee / account holder | $174 | $15,053-98.8% | $13,006-98.7% | $13,398-98.7% |