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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,951 | $209,405+1.7% | $178,486+19.3% | $158,931+34.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.39% | 188.77%-173.4pp | 151.08%-135.7pp | 302.86%-287.5pp |
| Employer contribution / active EE | $9,573 | $5,707+67.7% | $5,011+91.0% | $4,761+101.1% |
| Participant deferral / active EE | $6,566 | $5,954+10.3% | $5,202+26.2% | $5,982+9.8% |
| Admin fee / account holder | $191 | $17,076-98.9% | $13,985-98.6% | $11,247-98.3% |