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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,650 | $209,425-19.9% | $178,499-6.1% | $158,966+5.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.70% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $5,740 | $5,707+0.6% | $5,011+14.5% | $4,762+20.5% |
| Participant deferral / active EE | $8,225 | $5,955+38.1% | $5,202+58.1% | $5,983+37.5% |
| Admin fee / account holder | $127 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |