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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,267 | $160,040+45.8% | $147,096+58.6% | $145,877+59.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.19% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $14,881 | $5,289+181.3% | $4,936+201.5% | $4,663+219.1% |
| Participant deferral / active EE | $11,605 | $8,429+37.7% | $8,071+43.8% | $6,691+73.5% |
| Admin fee / account holder | $1 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |