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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,406 | $168,635-1.3% | $147,617+12.7% | $125,389+32.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.26% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $9,553 | $6,252+52.8% | $5,564+71.7% | $4,866+96.3% |
| Participant deferral / active EE | $6,367 | $5,507+15.6% | $4,895+30.1% | $5,352+19.0% |
| Admin fee / account holder | $22 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |