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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,584 | $175,231+1.3% | $149,696+18.6% | $139,466+27.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.48% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,875 | $5,478-65.8% | $4,821-61.1% | $4,754-60.6% |
| Participant deferral / active EE | $5,980 | $6,521-8.3% | $5,682+5.2% | $6,712-10.9% |
| Admin fee / account holder | $72 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |