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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,772 | $198,462+4.7% | $170,439+21.9% | $147,585+40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.71% | 257.30%-238.6pp | 205.94%-187.2pp | 578.58%-559.9pp |
| Employer contribution / active EE | $2,370 | $6,184-61.7% | $5,433-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $7,263 | $5,629+29.0% | $4,939+47.0% | $5,439+33.5% |
| Admin fee / account holder | $119 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |