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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,863 | $176,120+9.5% | $159,487+20.9% | $167,553+15.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.06% | 331.95%-318.9pp | 263.71%-250.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $9,466 | $5,299+78.6% | $4,831+95.9% | $4,840+95.6% |
| Participant deferral / active EE | $7,523 | $7,752-3.0% | $7,354+2.3% | $6,343+18.6% |
| Admin fee / account holder | $193 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |