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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,458 | $184,000-3.0% | $162,185+10.0% | $152,909+16.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 21.81% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $28,319 | $6,370+344.6% | $5,613+404.5% | $4,764+494.5% |
| Participant deferral / active EE | $17,566 | $8,033+118.7% | $7,297+140.7% | $5,851+200.2% |
| Admin fee / account holder | $228 | $13,124-98.3% | $10,844-97.9% | $11,601-98.0% |