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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,290 | $209,425+1.4% | $178,499+18.9% | $158,966+33.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.80% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.2pp |
| Employer contribution / active EE | $6,958 | $5,707+21.9% | $5,011+38.8% | $4,762+46.1% |
| Participant deferral / active EE | $5,074 | $5,955-14.8% | $5,202-2.5% | $5,983-15.2% |
| Admin fee / account holder | $185 | $17,078-98.9% | $13,986-98.7% | $11,250-98.4% |