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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,103 | $198,457+8.4% | $170,435+26.2% | $147,586+45.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.96% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,199 | $6,183-64.4% | $5,432-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $5,154 | $5,629-8.5% | $4,939+4.3% | $5,439-5.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |