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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,535 | $209,422+2.0% | $178,503+19.6% | $158,982+34.3% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 13.54% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,346 | $5,707-58.9% | $5,011-53.2% | $4,763-50.7% |
| Participant deferral / active EE | $7,992 | $5,955+34.2% | $5,202+53.6% | $5,983+33.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |