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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,191 | $198,457-43.0% | $170,435-33.6% | $147,586-23.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.32% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,487 | $6,183-11.3% | $5,432+1.0% | $4,876+12.5% |
| Participant deferral / active EE | $5,160 | $5,629-8.3% | $4,939+4.5% | $5,439-5.1% |
| Admin fee / account holder | $268 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |