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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,874 | $180,749+4.5% | $160,784+17.5% | $137,256+37.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.52% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,968 | $4,155-4.5% | $3,733+6.3% | $4,156-4.5% |
| Participant deferral / active EE | $3,291 | $6,844-51.9% | $6,293-47.7% | $6,407-48.6% |
| Admin fee / account holder | $14 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |