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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,428 | $176,105+0.8% | $159,474+11.3% | $167,536+5.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.66% | 331.91%-312.3pp | 263.68%-244.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,047 | $5,299-80.2% | $4,831-78.3% | $4,839-78.4% |
| Participant deferral / active EE | $9,271 | $7,751+19.6% | $7,353+26.1% | $6,342+46.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |