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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,844 | $160,070+6.7% | $147,117+16.1% | $145,897+17.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 10.37% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,995 | $5,285-62.2% | $4,932-59.5% | $4,663-57.2% |
| Participant deferral / active EE | $7,406 | $8,419-12.0% | $8,065-8.2% | $6,689+10.7% |
| Admin fee / account holder | $23 | $15,035-99.9% | $12,993-99.8% | $13,390-99.8% |