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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,746 | $157,304+2.8% | $141,197+14.6% | $152,909+5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.31% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.1% | $5,851+224.7% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |