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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,721 | $165,351+1.4% | $149,710+12.0% | $158,931+5.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 25.59% | 348.19%-322.6pp | 276.63%-251.0pp | 302.86%-277.3pp |
| Employer contribution / active EE | $5,457 | $5,103+6.9% | $4,645+17.5% | $4,761+14.6% |
| Participant deferral / active EE | $11,955 | $7,181+66.5% | $6,842+74.7% | $5,982+99.8% |
| Admin fee / account holder | $208 | $10,807-98.1% | $9,309-97.8% | $11,247-98.1% |