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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,214 | $165,361-1.9% | $149,715+8.3% | $158,950+2.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.94% | 348.24%-336.3pp | 276.66%-264.7pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,997 | $5,103-60.9% | $4,645-57.0% | $4,762-58.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |