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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,391 | $209,422+15.7% | $178,503+35.8% | $158,982+52.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.83% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $19,111 | $5,707+234.9% | $5,011+281.4% | $4,763+301.3% |
| Participant deferral / active EE | $12,780 | $5,955+114.6% | $5,202+145.7% | $5,983+113.6% |
| Admin fee / account holder | $156 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |