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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,550 | $217,432-0.4% | $185,851+16.5% | $167,553+29.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.91% | 148.43%-129.5pp | 122.11%-103.2pp | 478.89%-460.0pp |
| Employer contribution / active EE | $4,165 | $5,874-29.1% | $5,168-19.4% | $4,840-13.9% |
| Participant deferral / active EE | $5,818 | $6,357-8.5% | $5,569+4.5% | $6,343-8.3% |
| Admin fee / account holder | $105 | $19,820-99.5% | $16,245-99.4% | $12,316-99.1% |