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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,636 | $198,457-2.4% | $170,435+13.6% | $147,586+31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.50% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $7,029 | $6,183+13.7% | $5,432+29.4% | $4,876+44.1% |
| Participant deferral / active EE | $3,016 | $5,629-46.4% | $4,939-38.9% | $5,439-44.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |