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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,165 | $209,422+8.0% | $178,503+26.7% | $158,982+42.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.40% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $8,211 | $5,707+43.9% | $5,011+63.8% | $4,763+72.4% |
| Participant deferral / active EE | $8,839 | $5,955+48.4% | $5,202+69.9% | $5,983+47.7% |
| Admin fee / account holder | $267 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |