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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,627 | $198,457-7.5% | $170,435+7.7% | $147,586+24.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.87% | 257.30%-241.4pp | 205.94%-190.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $7,712 | $6,183+24.7% | $5,432+42.0% | $4,876+58.2% |
| Participant deferral / active EE | $4,117 | $5,629-26.9% | $4,939-16.6% | $5,439-24.3% |
| Admin fee / account holder | $148 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |