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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,462 | $209,422-14.3% | $178,503+0.5% | $158,982+12.9% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 15.93% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $5,825 | $5,707+2.1% | $5,011+16.2% | $4,763+22.3% |
| Participant deferral / active EE | $4,723 | $5,955-20.7% | $5,202-9.2% | $5,983-21.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |