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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,742 | $165,361+3.9% | $149,715+14.7% | $158,950+8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $7,940 | $5,103+55.6% | $4,645+70.9% | $4,762+66.7% |
| Participant deferral / active EE | $7,105 | $7,182-1.1% | $6,842+3.8% | $5,983+18.8% |
| Admin fee / account holder | $111 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |