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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,392 | $160,070+52.7% | $147,117+66.1% | $145,897+67.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 16.31% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,395 | $5,285-54.7% | $4,932-51.5% | $4,663-48.6% |
| Participant deferral / active EE | $10,108 | $8,419+20.1% | $8,065+25.3% | $6,689+51.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |