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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,492 | $209,425-5.7% | $178,499+10.6% | $158,966+24.2% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 17.87% | 188.80%-170.9pp | 151.10%-133.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $9,583 | $5,707+67.9% | $5,011+91.2% | $4,762+101.2% |
| Participant deferral / active EE | $6,170 | $5,955+3.6% | $5,202+18.6% | $5,983+3.1% |
| Admin fee / account holder | $2 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |