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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,890 | $176,077+9.0% | $159,455+20.3% | $167,518+14.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.35% | 331.83%-317.5pp | 263.63%-249.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $19,459 | $5,298+267.3% | $4,830+302.9% | $4,838+302.2% |
| Participant deferral / active EE | $12,420 | $7,751+60.2% | $7,353+68.9% | $6,342+95.8% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |