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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,865 | $157,296+2.9% | $141,191+14.6% | $152,897+5.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,927 | $7,111-16.6% | $6,710-11.7% | $5,851+1.3% |
| Admin fee / account holder | $109 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |