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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,034 | $202,463-15.5% | $169,397+1.0% | $139,487+22.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 19.90% | 532.64%-512.7pp | 406.23%-386.3pp | 373.84%-353.9pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,825 | $6,941+41.6% | $6,223+57.9% | $6,713+46.4% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |