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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,039 | $209,425+2.7% | $178,499+20.5% | $158,966+35.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.19% | 188.80%-166.6pp | 151.10%-128.9pp | 302.95%-280.8pp |
| Employer contribution / active EE | $5,235 | $5,707-8.3% | $5,011+4.5% | $4,762+9.9% |
| Participant deferral / active EE | $7,674 | $5,955+28.9% | $5,202+47.5% | $5,983+28.3% |
| Admin fee / account holder | $43 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |