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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,379 | $165,399+16.9% | $149,745+29.1% | $158,982+21.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.87% | 348.34%-335.5pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $7,365 | $5,105+44.3% | $4,646+58.5% | $4,763+54.6% |
| Participant deferral / active EE | $6,015 | $7,183-16.3% | $6,843-12.1% | $5,983+0.5% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |