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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,257 | $217,432+1.3% | $185,849+18.5% | $167,536+31.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.96% | 148.42%-133.5pp | 122.10%-107.1pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,624 | $5,875-38.3% | $5,169-29.9% | $4,839-25.1% |
| Participant deferral / active EE | $8,278 | $6,357+30.2% | $5,569+48.6% | $6,342+30.5% |
| Admin fee / account holder | $105 | $19,818-99.5% | $16,244-99.4% | $12,315-99.1% |