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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,513 | $198,457-7.0% | $170,435+8.3% | $147,586+25.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.54% | 257.30%-244.8pp | 205.94%-193.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,604 | $6,183-57.9% | $5,432-52.1% | $4,876-46.6% |
| Participant deferral / active EE | $6,371 | $5,629+13.2% | $4,939+29.0% | $5,439+17.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |