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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,748 | $209,874-2.9% | $189,537+7.5% | $167,536+21.6% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 14.87% | 748.61%-733.7pp | 555.34%-540.5pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,726 | $6,913-46.1% | $6,161-39.5% | $4,839-23.0% |
| Participant deferral / active EE | $9,174 | $8,934+2.7% | $8,220+11.6% | $6,342+44.6% |
| Admin fee / account holder | $10 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |