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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,920 | $160,028+5.6% | $147,080+14.8% | $145,884+15.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.30% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,214 | $5,286-20.3% | $4,933-14.6% | $4,662-9.6% |
| Participant deferral / active EE | $9,380 | $8,422+11.4% | $8,066+16.3% | $6,690+40.2% |
| Admin fee / account holder | $285 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |