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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,522 | $198,457-5.5% | $170,435+10.0% | $147,586+27.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.47% | 257.30%-239.8pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $14,576 | $6,183+135.7% | $5,432+168.3% | $4,876+198.9% |
| Participant deferral / active EE | $11,151 | $5,629+98.1% | $4,939+125.8% | $5,439+105.0% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |