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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,280 | $217,427+0.4% | $185,837+17.5% | $167,518+30.3% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 15.68% | 148.39%-132.7pp | 122.08%-106.4pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,517 | $5,874-57.2% | $5,168-51.3% | $4,838-48.0% |
| Participant deferral / active EE | $6,246 | $6,357-1.7% | $5,568+12.2% | $6,342-1.5% |
| Admin fee / account holder | $22 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |