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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,352 | $209,405-22.5% | $178,486-9.0% | $158,931+2.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.61% | 188.77%-168.2pp | 151.08%-130.5pp | 302.86%-282.2pp |
| Employer contribution / active EE | $8,087 | $5,707+41.7% | $5,011+61.4% | $4,761+69.8% |
| Participant deferral / active EE | $5,712 | $5,954-4.1% | $5,202+9.8% | $5,982-4.5% |
| Admin fee / account holder | $22 | $17,076-99.9% | $13,985-99.8% | $11,247-99.8% |