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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,711 | $209,428-8.0% | $178,498+8.0% | $158,950+21.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.06% | 188.78%-163.7pp | 151.09%-126.0pp | 302.91%-277.8pp |
| Employer contribution / active EE | $7,054 | $5,707+23.6% | $5,011+40.8% | $4,762+48.1% |
| Participant deferral / active EE | $4,788 | $5,955-19.6% | $5,202-8.0% | $5,983-20.0% |
| Admin fee / account holder | $175 | $17,077-99.0% | $13,985-98.7% | $11,248-98.4% |