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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,634 | $217,432-16.5% | $185,851-2.3% | $167,553+8.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.43%-135.0pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $5,523 | $5,874-6.0% | $5,168+6.9% | $4,840+14.1% |
| Participant deferral / active EE | $7,140 | $6,357+12.3% | $5,569+28.2% | $6,343+12.6% |
| Admin fee / account holder | $94 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |