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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,131 | $176,105-5.7% | $159,474+4.2% | $167,536-0.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.11% | 331.91%-297.8pp | 263.68%-229.6pp | 478.82%-444.7pp |
| Employer contribution / active EE | $4,290 | $5,299-19.0% | $4,831-11.2% | $4,839-11.4% |
| Participant deferral / active EE | $3,871 | $7,751-50.1% | $7,353-47.4% | $6,342-39.0% |
| Admin fee / account holder | $10 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |