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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,719 | $198,470+8.2% | $170,444+26.0% | $147,585+45.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.24% | 257.30%-243.1pp | 205.94%-191.7pp | 578.56%-564.3pp |
| Employer contribution / active EE | $6,613 | $6,184+6.9% | $5,433+21.7% | $4,876+35.6% |
| Participant deferral / active EE | $6,159 | $5,629+9.4% | $4,939+24.7% | $5,439+13.3% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,881-98.9% | $10,885-98.6% |