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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,563 | $176,120-8.8% | $159,487+0.7% | $167,553-4.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.21% | 331.95%-316.7pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $5,138 | $5,299-3.0% | $4,831+6.4% | $4,840+6.2% |
| Participant deferral / active EE | $5,248 | $7,752-32.3% | $7,354-28.6% | $6,343-17.3% |
| Admin fee / account holder | $55 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |