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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,760 | $198,462-2.4% | $170,439+13.7% | $147,585+31.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.87% | 257.30%-234.4pp | 205.94%-183.1pp | 578.58%-555.7pp |
| Employer contribution / active EE | $7,431 | $6,184+20.2% | $5,433+36.8% | $4,876+52.4% |
| Participant deferral / active EE | $7,335 | $5,629+30.3% | $4,939+48.5% | $5,439+34.9% |
| Admin fee / account holder | $190 | $16,852-98.9% | $13,881-98.6% | $10,886-98.3% |