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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,951 | $202,460-4.7% | $169,385+13.9% | $139,456+38.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 28.96% | 532.07%-503.1pp | 405.82%-376.9pp | 373.45%-344.5pp |
| Employer contribution / active EE | $2,996 | $4,691-36.1% | $4,012-25.3% | $4,753-37.0% |
| Participant deferral / active EE | $21,036 | $6,938+203.2% | $6,221+238.2% | $6,711+213.4% |
| Admin fee / account holder | $145 | $10,719-98.6% | $9,011-98.4% | $11,407-98.7% |