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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,350 | $144,130+2.9% | $117,860+25.9% | $147,585+0.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.82% | 531.20%-520.4pp | 335.10%-324.3pp | 578.58%-567.8pp |
| Employer contribution / active EE | $2,118 | $4,897-56.7% | $3,786-44.1% | $4,876-56.6% |
| Participant deferral / active EE | $6,999 | $5,316+31.6% | $4,482+56.1% | $5,439+28.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |