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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,024 | $198,461-4.3% | $170,436+11.5% | $147,585+28.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 257.30%-240.8pp | 205.94%-189.4pp | 578.57%-562.0pp |
| Employer contribution / active EE | $9,217 | $6,184+49.1% | $5,433+69.7% | $4,876+89.0% |
| Participant deferral / active EE | $5,945 | $5,629+5.6% | $4,939+20.4% | $5,439+9.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |