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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,167 | $165,381+41.6% | $149,730+56.4% | $158,966+47.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.36% | 348.29%-322.9pp | 276.70%-251.3pp | 302.95%-277.6pp |
| Employer contribution / active EE | $1,695 | $5,104-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $8,033 | $7,182+11.8% | $6,843+17.4% | $5,983+34.3% |
| Admin fee / account holder | $91 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |