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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,267 | $159,934+45.9% | $147,005+58.7% | $145,959+59.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.19% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $14,881 | $5,287+181.4% | $4,934+201.6% | $4,661+219.3% |
| Participant deferral / active EE | $11,605 | $8,427+37.7% | $8,070+43.8% | $6,689+73.5% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |