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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,918 | $209,425+4.1% | $178,499+22.1% | $158,966+37.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.03% | 188.80%-181.8pp | 151.10%-144.1pp | 302.95%-295.9pp |
| Employer contribution / active EE | $5,654 | $5,707-0.9% | $5,011+12.8% | $4,762+18.7% |
| Participant deferral / active EE | $3,153 | $5,955-47.1% | $5,202-39.4% | $5,983-47.3% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |