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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,314 | $198,457-8.1% | $170,435+7.0% | $147,586+23.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.05% | 257.30%-236.3pp | 205.94%-184.9pp | 578.59%-557.5pp |
| Employer contribution / active EE | $7,057 | $6,183+14.1% | $5,432+29.9% | $4,876+44.7% |
| Participant deferral / active EE | $6,086 | $5,629+8.1% | $4,939+23.2% | $5,439+11.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |