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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,955 | $209,422+7.4% | $178,503+26.0% | $158,982+41.5% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 17.35% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,280 | $5,707-42.5% | $5,011-34.5% | $4,763-31.1% |
| Participant deferral / active EE | $6,527 | $5,955+9.6% | $5,202+25.5% | $5,983+9.1% |
| Admin fee / account holder | $47 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |