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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,066 | $209,428+0.8% | $178,498+18.2% | $158,950+32.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.84% | 188.78%-161.9pp | 151.09%-124.3pp | 302.91%-276.1pp |
| Employer contribution / active EE | $5,280 | $5,707-7.5% | $5,011+5.4% | $4,762+10.9% |
| Participant deferral / active EE | $25,000 | $5,955+319.8% | $5,202+380.6% | $5,983+317.9% |
| Admin fee / account holder | $208 | $17,077-98.8% | $13,985-98.5% | $11,248-98.2% |