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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,033 | $209,422+6.5% | $178,503+24.9% | $158,982+40.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.03% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $7,058 | $5,707+23.7% | $5,011+40.8% | $4,763+48.2% |
| Participant deferral / active EE | $3,450 | $5,955-42.1% | $5,202-33.7% | $5,983-42.3% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |