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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,985 | $176,105+24.3% | $159,474+37.3% | $167,536+30.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.53% | 331.91%-316.4pp | 263.68%-248.1pp | 478.82%-463.3pp |
| Employer contribution / active EE | $5,777 | $5,299+9.0% | $4,831+19.6% | $4,839+19.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $57 | $12,559-99.5% | $10,802-99.5% | $12,315-99.5% |