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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,669 | $217,432+0.1% | $185,849+17.1% | $167,536+29.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.00% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,829 | $5,875-17.8% | $5,169-6.6% | $4,839-0.2% |
| Participant deferral / active EE | $6,881 | $6,357+8.2% | $5,569+23.6% | $6,342+8.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |