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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,445 | $217,432-8.3% | $185,849+7.3% | $167,536+19.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.37% | 148.42%-128.0pp | 122.10%-101.7pp | 478.82%-458.4pp |
| Employer contribution / active EE | $5,271 | $5,875-10.3% | $5,169+2.0% | $4,839+8.9% |
| Participant deferral / active EE | $8,064 | $6,357+26.8% | $5,569+44.8% | $6,342+27.2% |
| Admin fee / account holder | $241 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |