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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,748 | $209,888-12.9% | $189,545-3.6% | $167,553+9.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.20% | 748.66%-729.5pp | 555.36%-536.2pp | 478.89%-459.7pp |
| Employer contribution / active EE | $5,293 | $6,915-23.5% | $6,162-14.1% | $4,840+9.4% |
| Participant deferral / active EE | $17,367 | $8,934+94.4% | $8,220+111.3% | $6,343+173.8% |
| Admin fee / account holder | $13 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |