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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,622 | $183,539-4.3% | $155,556+12.9% | $145,897+20.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 61.31%-47.1pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $4,018 | $5,315-24.4% | $4,675-14.1% | $4,663-13.8% |
| Participant deferral / active EE | $5,470 | $6,467-15.4% | $5,631-2.9% | $6,689-18.2% |
| Admin fee / account holder | $66 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |