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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,379 | $165,361+16.9% | $149,715+29.2% | $158,950+21.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.87% | 348.24%-335.4pp | 276.66%-263.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $7,365 | $5,103+44.3% | $4,645+58.6% | $4,762+54.7% |
| Participant deferral / active EE | $6,015 | $7,182-16.2% | $6,842-12.1% | $5,983+0.5% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |