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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,629 | $165,361+17.1% | $149,715+29.3% | $158,950+21.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.56% | 348.24%-311.7pp | 276.66%-240.1pp | 302.91%-266.4pp |
| Employer contribution / active EE | $3,054 | $5,103-40.2% | $4,645-34.2% | $4,762-35.9% |
| Participant deferral / active EE | $8,395 | $7,182+16.9% | $6,842+22.7% | $5,983+40.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |