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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,233 | $180,462-12.3% | $154,111+2.7% | $135,379+16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.24% | 888.17%-879.9pp | 735.18%-726.9pp | 519.79%-511.5pp |
| Employer contribution / active EE | $8,151 | $6,036+35.0% | $5,298+53.8% | $4,779+70.6% |
| Participant deferral / active EE | $12,438 | $5,806+114.2% | $5,081+144.8% | $5,609+121.8% |
| Admin fee / account holder | $22 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |