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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,027 | $198,462-8.8% | $170,439+6.2% | $147,585+22.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.84% | 257.30%-247.5pp | 205.94%-196.1pp | 578.58%-568.7pp |
| Employer contribution / active EE | $2,019 | $6,184-67.3% | $5,433-62.8% | $4,876-58.6% |
| Participant deferral / active EE | $2,540 | $5,629-54.9% | $4,939-48.6% | $5,439-53.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |