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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,769 | $217,427-9.5% | $185,837+5.9% | $167,518+17.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.19% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $6,878 | $5,874+17.1% | $5,168+33.1% | $4,838+42.2% |
| Participant deferral / active EE | $5,783 | $6,357-9.0% | $5,568+3.8% | $6,342-8.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |