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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,979 | $176,105-7.5% | $159,474+2.2% | $167,536-2.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.85% | 331.91%-316.1pp | 263.68%-247.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $4,024 | $5,299-24.1% | $4,831-16.7% | $4,839-16.8% |
| Participant deferral / active EE | $7,260 | $7,751-6.3% | $7,353-1.3% | $6,342+14.5% |
| Admin fee / account holder | -$322 | $12,559-102.6% | $10,802-103.0% | $12,315-102.6% |