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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,127 | $198,457-13.3% | $170,435+1.0% | $147,586+16.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.09% | 257.30%-246.2pp | 205.94%-194.9pp | 578.59%-567.5pp |
| Employer contribution / active EE | $3,857 | $6,183-37.6% | $5,432-29.0% | $4,876-20.9% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |