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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,263 | $183,978+14.8% | $162,171+30.3% | $152,885+38.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 18.96% | 150.78%-131.8pp | 115.60%-96.6pp | 345.39%-326.4pp |
| Employer contribution / active EE | $1,896 | $6,370-70.2% | $5,613-66.2% | $4,763-60.2% |
| Participant deferral / active EE | $7,132 | $8,033-11.2% | $7,297-2.3% | $5,851+21.9% |
| Admin fee / account holder | $10 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |