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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,363 | $209,874-12.6% | $189,537-3.3% | $167,536+9.4% |
| Participation rate | 85.7% | 88.7%-2.9pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 11.90% | 748.61%-736.7pp | 555.34%-543.4pp | 478.82%-466.9pp |
| Employer contribution / active EE | $8,042 | $6,913+16.3% | $6,161+30.5% | $4,839+66.2% |
| Participant deferral / active EE | $12,472 | $8,934+39.6% | $8,220+51.7% | $6,342+96.7% |
| Admin fee / account holder | $21 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |